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V K
04-07
Of cse
Should You Buy the Dip in Tech? Veterans of the Dot-Com Era Share 5 Ways to Find Winners
V K
03-27
$SIA(C6L.SI)$
yummy
V K
02-21
Can go abit higher!
Singapore Airlines' Returns On Capital Are Heading Higher
V K
2024-11-22
Goodness....
Sorry, the original content has been removed
V K
2024-11-21
To the ozone!
Sorry, the original content has been removed
V K
2023-11-15
$Genting Sing(G13.SI)$
to the moon!
V K
2023-11-06
$SINGAPORE AIRLINES LTD(C6L.SI)$
to the moon!
V K
2023-10-31
Great ariticle, would you like to share it?
@Smartkarma:SIA Placement Lockup - Time for Another Trim of Its US$7bn Stake
V K
2023-08-07
To the ozone! Charged!!!!
@SR050321:OCBC DIVIDEND ❤️
V K
2023-06-30
Nice
Why Dividend Investors Must Watch Bank Stocks Now
V K
2023-06-16
Evil morgan!
Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating
V K
2023-06-16
Charged!!!!!! To the moon!
Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating
V K
2023-06-06
To the moon
Sorry, the original content has been removed
V K
2023-05-17
Good to know
DBS, OCBC and UOB All Reported Record Earnings: Which Bank Qualifies as the Best Pick?
V K
2023-05-17
Nice
Sorry, the original content has been removed
V K
2023-05-17
Nice
Maybank and RHB Analysts Maintain "Buy" Calls on ST Engineering Following 1QFY2023 Business Update
V K
2023-05-17
$SINGAPORE AIRLINES LTD(C6L.SI)$
charged!!!! To the moon!
V K
2023-05-10
Nice
@Star in the Sky:
$SINGAPORE AIRLINES LTD(C6L.SI)$
After added up all quarter results. Expecting SIA to post a good full year results in the May.
. Predicted dividend: $0.15~$0.2
V K
2023-04-12
Jia You!
SIA Engineering's Near-Term Profitability Unlikely to Return to Pre-Pandemic Levels, CGS-CIMB Maintains Hold
V K
2023-03-29
Nice
Sorry, the original content has been removed
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Veterans of the Dot-Com Era Share 5 Ways to Find Winners","url":"https://stock-news.laohu8.com/highlight/detail?id=2525616797","media":"Dow Jones","summary":"Veterans of the dot-com era share 5 ways to find winners.Rob Arnott and other market pros offer their best tips for finding quality names while the stock market is in red. The technology sector is bleeding red. The \"Magnificent Seven\" collectively lost $1.55 trillion in market capitalization this week - their largest weekly market-cap decline on record. The rest of the U.S. stock market was right there with them, with $5.6 trillion in value wiped this week.Rob Arnott, the chairman of Research Affiliates, is having flashbacks as he recalls Microsoft Corp.'s turn for the worst in 2000. The software provider was a tech darling during the dot-com era, but its pivot lower dragged down the rest of tech. It took 14 years for the stock to recover.While a good investing strategy uses qualitative and quantitative approaches, below are some simple but favored back-of-the-envelope valuations for bagging quality te","content":"<html><head></head><body><p>Rob Arnott and other market pros offer their best tips for finding quality names while the stock market is in red.</p><p>The technology sector is bleeding red. The "Magnificent Seven" collectively lost $1.55 trillion in market capitalization last week - their largest weekly market-cap decline on record. The rest of the U.S. stock market was right there with them, with $5.6 trillion in value wiped this week.</p><p>Rob Arnott, the chairman of Research Affiliates, is having flashbacks as he recalls Microsoft Corp.'s turn for the worst in 2000. The software provider was a tech darling during the dot-com era, but its pivot lower dragged down the rest of tech. It took 14 years for the stock to recover.</p><p>Those who lived through the dot-com bust are recounting it now as things begin to look really grim. Nvidia Corp. largely led the stock market's gains throughout 2024 as investors cheered the potential of artificial intelligence. But the stock has since fallen by over 36% since hitting its closing high in January.</p><p>Whether the two eras can be stacked against each other depends on whom you ask.</p><p>Ken Mahoney, who was executing client trades in 1999, says times are different. Back in the dot-com era, companies that weren't ready for prime time were tagging ".com" onto their names and going public. Meanwhile, investment bankers were throwing stuff at the wall to see what stuck, and clients who were traditionally buyers of certificates of deposit were cashing out to bet on tech.</p><p>"Speculation fever was crazy," Mahoney said. "I'd have clients call me and say, 'My son told me to buy Yoo-hoo'. I was like, 'What are you talking about? You mean Yahoo?"</p><p>Despite the doomsday feeling, today's Big Tech money is mainly in blue-chip stocks with rich fundamentals. The issue, however, is that prior to tech's recent downturn, too much excitement had been priced into the Magnificent Seven, and things began to look really frothy last year.</p><p>For those with a high risk tolerance who don't think we're at the start of a catastrophe, it may be tempting to buy the current dip now that stocks look cheaper. But investors shouldn't do so indiscriminately.</p><p>Below are a few tips from market pros on how to value tech stocks. However, this should be prefaced with one big caveat, which is that the current macroeconomic environment can trump (no pun intended) any fundamentals that have traditionally been used to value stocks. In other words, proceed at your own risk.</p><h3 id=\"id_3408477495\">Strategies for finding tech winners</h3><p>While a good investing strategy uses qualitative and quantitative approaches, below are some simple but favored back-of-the-envelope valuations for bagging quality tech stocks.</p><p>Mahoney likes to focus on forward price-to-earnings multiples - with an eye for tickers that are compressing into lower multiples due to, say, headline risks like trade wars, while earnings are still rising. In other words, the company's fundamentals are still strong even if sentiment is negative.</p><p>Arnott noted that any single measure will have a peculiarity. But if he had to pick one, he'd go with price-to-sales ratio to find companies with large sales and skinny profit margins. It sounds counterintuitive, but Arnott's rule of thumb is that disrupters get disrupted. And those with wide profit margins are more likely to attract competition.</p><p>Mark Malek, chief investment officer at Siebert Financial, says if you're going for tech, it's all about growth because that's where everyone looks. That said, even if a stock has rich growth in earnings per share, the rate at which it's growing must be accelerating rather than stagnating or decelerating. Some tech companies can still be solid, but if they had a big pop in earnings, the growth rate from that high point is hard to maintain and the market will discount that negatively, he noted.</p><p>Julie Biel got to Wall Street shortly after the bust in 2004. Today, she's a portfolio manager at Kayne Anderson Rudnick, a firm with $65 billion in assets under management, running small-cap and midcap growth strategy with high tech exposure. This corner of the market, particularly software stocks, can be more challenging to value because their accounting practices can differ.</p><p>One way Biel evens out the playing field between peers is by focusing on their free-cash-flow yields. The metric can be used like a P/E multiple by taking the stock price and dividing it by the free cash flow per share to compare it against other companies.</p><p>"The reason why we do it with free cash flow is because it's harder to monkey around with your cash-flow statement, because cash is settled," Biel said.</p><p>One caveat is it doesn't include stock compensation, which can be a problem since software companies tend to heavily rely on that tactic in a way that's dilutive. Biel subtracts compensation as a workaround.</p><p>Fundamentalists aren't the only players in the market. Jay Woods, chief global strategist at Freedom Capital Markets, turns to price action to find the best in class. He looks at relative strength between stocks and sectors to find the outperformers on a relative percentage basis. The positive momentum could reveal pockets of strength and companies with a high probability of continued gains.</p><p>"There's always a story behind why things are underperforming or outperforming, but price tells me the story first," said Woods. "Then I look for the underlying reasons, and put that narrative to my story."</p><p>For example, the cybersecurity sector has outperformed wider tech, and it's especially trounced the hardware sector. Sector ETFs like the Amplify Cybersecurity ETF HACK and Global X Cybersecurity ETF have significantly outperformed the S&P 500's tech names and Nvidia - an indication that cybersecurity could be benefiting from geopolitical tensions and a ramp-up in defense, while hardware stocks get hit by economic slowdown, tariff and protectionism fears.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Buy the Dip in Tech? Veterans of the Dot-Com Era Share 5 Ways to Find Winners</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy the Dip in Tech? Veterans of the Dot-Com Era Share 5 Ways to Find Winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-07 12:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Rob Arnott and other market pros offer their best tips for finding quality names while the stock market is in red.</p><p>The technology sector is bleeding red. The "Magnificent Seven" collectively lost $1.55 trillion in market capitalization last week - their largest weekly market-cap decline on record. The rest of the U.S. stock market was right there with them, with $5.6 trillion in value wiped this week.</p><p>Rob Arnott, the chairman of Research Affiliates, is having flashbacks as he recalls Microsoft Corp.'s turn for the worst in 2000. The software provider was a tech darling during the dot-com era, but its pivot lower dragged down the rest of tech. It took 14 years for the stock to recover.</p><p>Those who lived through the dot-com bust are recounting it now as things begin to look really grim. Nvidia Corp. largely led the stock market's gains throughout 2024 as investors cheered the potential of artificial intelligence. But the stock has since fallen by over 36% since hitting its closing high in January.</p><p>Whether the two eras can be stacked against each other depends on whom you ask.</p><p>Ken Mahoney, who was executing client trades in 1999, says times are different. Back in the dot-com era, companies that weren't ready for prime time were tagging ".com" onto their names and going public. Meanwhile, investment bankers were throwing stuff at the wall to see what stuck, and clients who were traditionally buyers of certificates of deposit were cashing out to bet on tech.</p><p>"Speculation fever was crazy," Mahoney said. "I'd have clients call me and say, 'My son told me to buy Yoo-hoo'. I was like, 'What are you talking about? You mean Yahoo?"</p><p>Despite the doomsday feeling, today's Big Tech money is mainly in blue-chip stocks with rich fundamentals. The issue, however, is that prior to tech's recent downturn, too much excitement had been priced into the Magnificent Seven, and things began to look really frothy last year.</p><p>For those with a high risk tolerance who don't think we're at the start of a catastrophe, it may be tempting to buy the current dip now that stocks look cheaper. But investors shouldn't do so indiscriminately.</p><p>Below are a few tips from market pros on how to value tech stocks. However, this should be prefaced with one big caveat, which is that the current macroeconomic environment can trump (no pun intended) any fundamentals that have traditionally been used to value stocks. In other words, proceed at your own risk.</p><h3 id=\"id_3408477495\">Strategies for finding tech winners</h3><p>While a good investing strategy uses qualitative and quantitative approaches, below are some simple but favored back-of-the-envelope valuations for bagging quality tech stocks.</p><p>Mahoney likes to focus on forward price-to-earnings multiples - with an eye for tickers that are compressing into lower multiples due to, say, headline risks like trade wars, while earnings are still rising. In other words, the company's fundamentals are still strong even if sentiment is negative.</p><p>Arnott noted that any single measure will have a peculiarity. But if he had to pick one, he'd go with price-to-sales ratio to find companies with large sales and skinny profit margins. It sounds counterintuitive, but Arnott's rule of thumb is that disrupters get disrupted. And those with wide profit margins are more likely to attract competition.</p><p>Mark Malek, chief investment officer at Siebert Financial, says if you're going for tech, it's all about growth because that's where everyone looks. That said, even if a stock has rich growth in earnings per share, the rate at which it's growing must be accelerating rather than stagnating or decelerating. Some tech companies can still be solid, but if they had a big pop in earnings, the growth rate from that high point is hard to maintain and the market will discount that negatively, he noted.</p><p>Julie Biel got to Wall Street shortly after the bust in 2004. Today, she's a portfolio manager at Kayne Anderson Rudnick, a firm with $65 billion in assets under management, running small-cap and midcap growth strategy with high tech exposure. This corner of the market, particularly software stocks, can be more challenging to value because their accounting practices can differ.</p><p>One way Biel evens out the playing field between peers is by focusing on their free-cash-flow yields. The metric can be used like a P/E multiple by taking the stock price and dividing it by the free cash flow per share to compare it against other companies.</p><p>"The reason why we do it with free cash flow is because it's harder to monkey around with your cash-flow statement, because cash is settled," Biel said.</p><p>One caveat is it doesn't include stock compensation, which can be a problem since software companies tend to heavily rely on that tactic in a way that's dilutive. Biel subtracts compensation as a workaround.</p><p>Fundamentalists aren't the only players in the market. Jay Woods, chief global strategist at Freedom Capital Markets, turns to price action to find the best in class. He looks at relative strength between stocks and sectors to find the outperformers on a relative percentage basis. The positive momentum could reveal pockets of strength and companies with a high probability of continued gains.</p><p>"There's always a story behind why things are underperforming or outperforming, but price tells me the story first," said Woods. "Then I look for the underlying reasons, and put that narrative to my story."</p><p>For example, the cybersecurity sector has outperformed wider tech, and it's especially trounced the hardware sector. Sector ETFs like the Amplify Cybersecurity ETF HACK and Global X Cybersecurity ETF have significantly outperformed the S&P 500's tech names and Nvidia - an indication that cybersecurity could be benefiting from geopolitical tensions and a ramp-up in defense, while hardware stocks get hit by economic slowdown, tariff and protectionism fears.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","NVDS.UK":"LS -1X NVIDIA","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","NVD3.UK":"LS 3X NVIDIA","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVIW.SI":"NVDA 3xLongSG261006","2NVD.UK":"2X NVIDIA ETP","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","NVD2.UK":"2X NVIDIA ETP","BK4608":"AI应用概念股","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","3NVD.UK":"LS 3X NVIDIA","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","TSLA":"特斯拉","HACK":"网络安全ETF-PureFunds","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0960925559.SGD":"Schroder ISF Global Multi-Asset Income A Acc SGD","AAPL":"苹果","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","NVDA":"英伟达","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","GOOG":"谷歌","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","AMZN":"亚马逊","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","MSFT":"微软","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4543":"AI"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2525616797","content_text":"Rob Arnott and other market pros offer their best tips for finding quality names while the stock market is in red.The technology sector is bleeding red. The \"Magnificent Seven\" collectively lost $1.55 trillion in market capitalization last week - their largest weekly market-cap decline on record. The rest of the U.S. stock market was right there with them, with $5.6 trillion in value wiped this week.Rob Arnott, the chairman of Research Affiliates, is having flashbacks as he recalls Microsoft Corp.'s turn for the worst in 2000. The software provider was a tech darling during the dot-com era, but its pivot lower dragged down the rest of tech. It took 14 years for the stock to recover.Those who lived through the dot-com bust are recounting it now as things begin to look really grim. Nvidia Corp. largely led the stock market's gains throughout 2024 as investors cheered the potential of artificial intelligence. But the stock has since fallen by over 36% since hitting its closing high in January.Whether the two eras can be stacked against each other depends on whom you ask.Ken Mahoney, who was executing client trades in 1999, says times are different. Back in the dot-com era, companies that weren't ready for prime time were tagging \".com\" onto their names and going public. Meanwhile, investment bankers were throwing stuff at the wall to see what stuck, and clients who were traditionally buyers of certificates of deposit were cashing out to bet on tech.\"Speculation fever was crazy,\" Mahoney said. \"I'd have clients call me and say, 'My son told me to buy Yoo-hoo'. I was like, 'What are you talking about? You mean Yahoo?\"Despite the doomsday feeling, today's Big Tech money is mainly in blue-chip stocks with rich fundamentals. The issue, however, is that prior to tech's recent downturn, too much excitement had been priced into the Magnificent Seven, and things began to look really frothy last year.For those with a high risk tolerance who don't think we're at the start of a catastrophe, it may be tempting to buy the current dip now that stocks look cheaper. But investors shouldn't do so indiscriminately.Below are a few tips from market pros on how to value tech stocks. However, this should be prefaced with one big caveat, which is that the current macroeconomic environment can trump (no pun intended) any fundamentals that have traditionally been used to value stocks. In other words, proceed at your own risk.Strategies for finding tech winnersWhile a good investing strategy uses qualitative and quantitative approaches, below are some simple but favored back-of-the-envelope valuations for bagging quality tech stocks.Mahoney likes to focus on forward price-to-earnings multiples - with an eye for tickers that are compressing into lower multiples due to, say, headline risks like trade wars, while earnings are still rising. In other words, the company's fundamentals are still strong even if sentiment is negative.Arnott noted that any single measure will have a peculiarity. But if he had to pick one, he'd go with price-to-sales ratio to find companies with large sales and skinny profit margins. It sounds counterintuitive, but Arnott's rule of thumb is that disrupters get disrupted. And those with wide profit margins are more likely to attract competition.Mark Malek, chief investment officer at Siebert Financial, says if you're going for tech, it's all about growth because that's where everyone looks. That said, even if a stock has rich growth in earnings per share, the rate at which it's growing must be accelerating rather than stagnating or decelerating. Some tech companies can still be solid, but if they had a big pop in earnings, the growth rate from that high point is hard to maintain and the market will discount that negatively, he noted.Julie Biel got to Wall Street shortly after the bust in 2004. Today, she's a portfolio manager at Kayne Anderson Rudnick, a firm with $65 billion in assets under management, running small-cap and midcap growth strategy with high tech exposure. This corner of the market, particularly software stocks, can be more challenging to value because their accounting practices can differ.One way Biel evens out the playing field between peers is by focusing on their free-cash-flow yields. The metric can be used like a P/E multiple by taking the stock price and dividing it by the free cash flow per share to compare it against other companies.\"The reason why we do it with free cash flow is because it's harder to monkey around with your cash-flow statement, because cash is settled,\" Biel said.One caveat is it doesn't include stock compensation, which can be a problem since software companies tend to heavily rely on that tactic in a way that's dilutive. Biel subtracts compensation as a workaround.Fundamentalists aren't the only players in the market. Jay Woods, chief global strategist at Freedom Capital Markets, turns to price action to find the best in class. He looks at relative strength between stocks and sectors to find the outperformers on a relative percentage basis. The positive momentum could reveal pockets of strength and companies with a high probability of continued gains.\"There's always a story behind why things are underperforming or outperforming, but price tells me the story first,\" said Woods. \"Then I look for the underlying reasons, and put that narrative to my story.\"For example, the cybersecurity sector has outperformed wider tech, and it's especially trounced the hardware sector. Sector ETFs like the Amplify Cybersecurity ETF HACK and Global X Cybersecurity ETF have significantly outperformed the S&P 500's tech names and Nvidia - an indication that cybersecurity could be benefiting from geopolitical tensions and a ramp-up in defense, while hardware stocks get hit by economic slowdown, tariff and protectionism fears.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417984559780232,"gmtCreate":1743046350593,"gmtModify":1743046355676,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SIA(C6L.SI)$ </a> yummy","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SIA(C6L.SI)$ </a> yummy","text":"$SIA(C6L.SI)$ yummy","images":[{"img":"https://community-static.tradeup.com/news/c53a9eb26affd0c09d200e314a52b0af","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417984559780232","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405902120673488,"gmtCreate":1740125261211,"gmtModify":1740125265362,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Can go abit higher!","listText":"Can go abit higher!","text":"Can go abit higher!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405902120673488","repostId":"2512468497","repostType":2,"repost":{"id":"2512468497","kind":"highlight","pubTimestamp":1740015182,"share":"https://ttm.financial/m/news/2512468497?lang=&edition=full_marsco","pubTime":"2025-02-20 09:33","market":"us","language":"en","title":"Singapore Airlines' Returns On Capital Are Heading Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2512468497","media":"Simply Wall St.","summary":"There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a proven return on capital employed that is increasing, and secondly, an expanding base of capital employed. Basically this means that a company has profitable initiatives that it can continue to reinvest in, which is a trait of a compounding machine. With that in mind, we've noticed some promising trends at Singapore Airlines so let's look a bit deeper.Return On Capital Employed : What Is It?If you haven't worked with ROCE before, it measures the 'return' a company generates from capital employed in its business. The formula for this calculation on Singapore Airlines is:. Return on Capital Employed = Earnings Before Interest and Tax ÷ . So, Singapore Airlines has an ROCE of 7.0%. On its own, that's a low figure but it's around the 8.0% average generated by the Airlines industry.","content":"<html><head></head><body><p>There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a proven <em>return</em> on capital employed (ROCE) that is increasing, and secondly, an expanding <em>base</em> of capital employed. Basically this means that a company has profitable initiatives that it can continue to reinvest in, which is a trait of a compounding machine. With that in mind, we've noticed some promising trends at <strong>Singapore Airlines</strong> (SGX:C6L) so let's look a bit deeper.</p><h2 id=\"id_1024066781\">Return On Capital Employed (ROCE): What Is It?</h2><p>If you haven't worked with ROCE before, it measures the 'return' (pre-tax profit) a company generates from capital employed in its business. The formula for this calculation on Singapore Airlines is:</p><p><strong>Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)</strong></p><p>0.07 = S$2.0b ÷ (S$41b - S$13b) <em>(Based on the trailing twelve months to September 2024)</em>.</p><p>So, <strong>Singapore Airlines has an ROCE of 7.0%. </strong>On its own, that's a low figure but it's around the 8.0% average generated by the Airlines industry.</p><p>See our latest analysis for Singapore Airlines</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ee9a62b45c796664ce4cf4a2968da1b\" tg-width=\"333\" tg-height=\"316\"/></p><p> SGX:C6L Return on Capital Employed February 20th 2025</p><p>Above you can see how the current ROCE for Singapore Airlines compares to its prior returns on capital, but there's only so much you can tell from the past. If you're interested, you can view the analysts predictions in our <strong>free</strong> analyst report for Singapore Airlines .</p><h2 id=\"id_569949744\">What Does the ROCE Trend For Singapore Airlines Tell Us?</h2><p>While in absolute terms it isn't a high ROCE, it's promising to see that it has been moving in the right direction. The data shows that returns on capital have increased substantially over the last five years to 7.0%. The amount of capital employed has increased too, by 24%. This can indicate that there's plenty of opportunities to invest capital internally and at ever higher rates, a combination that's common among multi-baggers.</p><h2 id=\"id_305294365\">What We Can Learn From Singapore Airlines' ROCE</h2><p>All in all, it's terrific to see that Singapore Airlines is reaping the rewards from prior investments and is growing its capital base. Considering the stock has delivered 25% to its stockholders over the last five years, it may be fair to think that investors aren't fully aware of the promising trends yet. So exploring more about this stock could uncover a good opportunity, if the valuation and other metrics stack up.</p><p>One final note, you should learn about the <strong>2 warning signs </strong>we've spotted with Singapore Airlines (including 1 which is a bit concerning) .</p><p>While Singapore Airlines may not currently earn the highest returns, we've compiled a list of companies that currently earn more than 25% return on equity. Check out this <strong>free</strong> list here.<br/><br/></p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines' Returns On Capital Are Heading Higher</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Airlines' Returns On Capital Are Heading Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 09:33 GMT+8 <a href=https://finance.yahoo.com/news/singapore-airlines-sgx-c6l-returns-013302166.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a proven return on capital employed (ROCE) that is increasing, and secondly, an ...</p>\n\n<a href=\"https://finance.yahoo.com/news/singapore-airlines-sgx-c6l-returns-013302166.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK6519":"运输股","C6L.SI":"新加坡航空公司","BK6003":"航空公司","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK6523":"ESG概念","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999001127.SGD":"United Singapore Growth Fund SGD","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999013478.USD":"利安新加坡股息基金","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A"},"source_url":"https://finance.yahoo.com/news/singapore-airlines-sgx-c6l-returns-013302166.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512468497","content_text":"There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a proven return on capital employed (ROCE) that is increasing, and secondly, an expanding base of capital employed. Basically this means that a company has profitable initiatives that it can continue to reinvest in, which is a trait of a compounding machine. With that in mind, we've noticed some promising trends at Singapore Airlines (SGX:C6L) so let's look a bit deeper.Return On Capital Employed (ROCE): What Is It?If you haven't worked with ROCE before, it measures the 'return' (pre-tax profit) a company generates from capital employed in its business. The formula for this calculation on Singapore Airlines is:Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)0.07 = S$2.0b ÷ (S$41b - S$13b) (Based on the trailing twelve months to September 2024).So, Singapore Airlines has an ROCE of 7.0%. On its own, that's a low figure but it's around the 8.0% average generated by the Airlines industry.See our latest analysis for Singapore Airlines SGX:C6L Return on Capital Employed February 20th 2025Above you can see how the current ROCE for Singapore Airlines compares to its prior returns on capital, but there's only so much you can tell from the past. If you're interested, you can view the analysts predictions in our free analyst report for Singapore Airlines .What Does the ROCE Trend For Singapore Airlines Tell Us?While in absolute terms it isn't a high ROCE, it's promising to see that it has been moving in the right direction. The data shows that returns on capital have increased substantially over the last five years to 7.0%. The amount of capital employed has increased too, by 24%. This can indicate that there's plenty of opportunities to invest capital internally and at ever higher rates, a combination that's common among multi-baggers.What We Can Learn From Singapore Airlines' ROCEAll in all, it's terrific to see that Singapore Airlines is reaping the rewards from prior investments and is growing its capital base. Considering the stock has delivered 25% to its stockholders over the last five years, it may be fair to think that investors aren't fully aware of the promising trends yet. So exploring more about this stock could uncover a good opportunity, if the valuation and other metrics stack up.One final note, you should learn about the 2 warning signs we've spotted with Singapore Airlines (including 1 which is a bit concerning) .While Singapore Airlines may not currently earn the highest returns, we've compiled a list of companies that currently earn more than 25% return on equity. Check out this free list here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373744731652256,"gmtCreate":1732255728566,"gmtModify":1732255732639,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Goodness....","listText":"Goodness....","text":"Goodness....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373744731652256","repostId":"2485461475","repostType":2,"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373328444104816,"gmtCreate":1732174018387,"gmtModify":1732174022406,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"To the ozone!","listText":"To the ozone!","text":"To the ozone!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373328444104816","repostId":"2484193277","repostType":2,"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241607420219448,"gmtCreate":1700014575458,"gmtModify":1700014578136,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G13.SI\">$Genting Sing(G13.SI)$ </a><v-v data-views=\"1\"></v-v>to the moon!","listText":"<a href=\"https://ttm.financial/S/G13.SI\">$Genting Sing(G13.SI)$ </a><v-v data-views=\"1\"></v-v>to the moon!","text":"$Genting Sing(G13.SI)$ to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241607420219448","isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238578104967464,"gmtCreate":1699276087697,"gmtModify":1699276090129,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a><v-v data-views=\"1\"></v-v>to the moon!","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a><v-v data-views=\"1\"></v-v>to the moon!","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238578104967464","isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236349279604912,"gmtCreate":1698735155912,"gmtModify":1698735159029,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236349279604912","repostId":"234535750438912","repostType":1,"repost":{"id":234535750438912,"gmtCreate":1698286744059,"gmtModify":1698286744106,"author":{"id":"4103332230805300","authorId":"4103332230805300","name":"Smartkarma","avatar":"https://community-static.tradeup.com/news/39fffba2ff205c2730b5bf07e3de6647","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103332230805300","authorIdStr":"4103332230805300"},"themes":[],"title":"SIA Placement Lockup - Time for Another Trim of Its US$7bn Stake","htmlText":"⬇ $Singapore Airlines(C6L.SI)$ - Temasek raised around US$300m via its secondary selldown in Singapore Airlines (SIA SP) in Jun 2023. The lockup from that placement will expire soon. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sia-placement-lockup-time-for-another-trim-of-its-us-7bn-stake?utm_source=tiger_community By Sumeet Singh, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/sumeet-singh?utm_source=tiger_community On Singapore Airlines (C6L.SI):- https://www.smartkarma.com/entities/singapore-airlines-ltd?utm_source=tiger_community","listText":"⬇ $Singapore Airlines(C6L.SI)$ - Temasek raised around US$300m via its secondary selldown in Singapore Airlines (SIA SP) in Jun 2023. The lockup from that placement will expire soon. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sia-placement-lockup-time-for-another-trim-of-its-us-7bn-stake?utm_source=tiger_community By Sumeet Singh, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/sumeet-singh?utm_source=tiger_community On Singapore Airlines (C6L.SI):- https://www.smartkarma.com/entities/singapore-airlines-ltd?utm_source=tiger_community","text":"⬇ $Singapore Airlines(C6L.SI)$ - Temasek raised around US$300m via its secondary selldown in Singapore Airlines (SIA SP) in Jun 2023. The lockup from that placement will expire soon. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/sia-placement-lockup-time-for-another-trim-of-its-us-7bn-stake?utm_source=tiger_community By Sumeet Singh, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/sumeet-singh?utm_source=tiger_community On Singapore Airlines (C6L.SI):- https://www.smartkarma.com/entities/singapore-airlines-ltd?utm_source=tiger_community","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234535750438912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206290621915336,"gmtCreate":1691373451472,"gmtModify":1691373455010,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"To the ozone! Charged!!!!","listText":"To the ozone! Charged!!!!","text":"To the ozone! Charged!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206290621915336","repostId":"205297576407216","repostType":1,"repost":{"id":205297576407216,"gmtCreate":1691130844996,"gmtModify":1691130850947,"author":{"id":"3577965120664925","authorId":"3577965120664925","name":"SR050321","avatar":"https://community-static.tradeup.com/news/7a02781de36c0ac0f4851adb1cee54ff","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577965120664925","authorIdStr":"3577965120664925"},"themes":[],"title":"OCBC DIVIDEND ❤️","htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$ </a><v-v data-views=\"1\"></v-v>div ex date 14 August 2023, SGD 0.40 pay date 25 August 2023. Total income rose 30 per cent year on year to S$3.5 billion from S$2.7 billion, with net interest income for the quarter up 40 per cent on the year to S$2.4 billion as opposed to S$1.7 billion previously. The bank said this was underpinned by asset growth and higher net interest margin, which registered a 55 basis point increase to 2.26 per cent on the back of higher market interest rates. Non-interest income grew 11 per cent to S$1.1 billion, mainly from net gains from the sale of investment securities and higher profit from insurance, partly offset by lower fee and trading income. The bank’s non-performing loans","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$ </a><v-v data-views=\"1\"></v-v>div ex date 14 August 2023, SGD 0.40 pay date 25 August 2023. Total income rose 30 per cent year on year to S$3.5 billion from S$2.7 billion, with net interest income for the quarter up 40 per cent on the year to S$2.4 billion as opposed to S$1.7 billion previously. The bank said this was underpinned by asset growth and higher net interest margin, which registered a 55 basis point increase to 2.26 per cent on the back of higher market interest rates. Non-interest income grew 11 per cent to S$1.1 billion, mainly from net gains from the sale of investment securities and higher profit from insurance, partly offset by lower fee and trading income. The bank’s non-performing loans","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$ div ex date 14 August 2023, SGD 0.40 pay date 25 August 2023. Total income rose 30 per cent year on year to S$3.5 billion from S$2.7 billion, with net interest income for the quarter up 40 per cent on the year to S$2.4 billion as opposed to S$1.7 billion previously. The bank said this was underpinned by asset growth and higher net interest margin, which registered a 55 basis point increase to 2.26 per cent on the back of higher market interest rates. Non-interest income grew 11 per cent to S$1.1 billion, mainly from net gains from the sale of investment securities and higher profit from insurance, partly offset by lower fee and trading income. The bank’s non-performing loans","images":[{"img":"https://community-static.tradeup.com/news/5478cc0000139c96b66c38012343fa36","width":"618","height":"1066"},{"img":"https://community-static.tradeup.com/news/570a54f8f24b66ad0314f56fdf0de4e2","width":"750","height":"1294"},{"img":"https://community-static.tradeup.com/news/4779a04c07c679f06c9369400afd6f28","width":"750","height":"1086"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205297576407216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192861358469272,"gmtCreate":1688114938644,"gmtModify":1688114942149,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192861358469272","repostId":"2347435112","repostType":2,"repost":{"id":"2347435112","kind":"highlight","pubTimestamp":1688020740,"share":"https://ttm.financial/m/news/2347435112?lang=&edition=full_marsco","pubTime":"2023-06-29 14:39","market":"us","language":"en","title":"Why Dividend Investors Must Watch Bank Stocks Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2347435112","media":"Motley Fool","summary":"Stress test results could bring payout hikes in the near future.","content":"<html><head></head><body><div><p>The stock market moved generally higher on Thursday. However, many tech stocks took somewhat of a breather after strong gains in the recent past, allowing some other sectors of the market to lead Wall Street higher.</p><p>Investors paid close attention to the results of the Federal Reserve's stress test on banks. With favorable conclusions, many investors who look to financial stocks as sources of generous levels of dividend income are hopeful that they could see payout increases in the days to come. Here's more on what the results of the Fed stress tests were and why some bank stocks in particular are getting votes of confidence from the investing community on Thursday.</p><h2>The Fed's seal of approval</h2><p>The Federal Reserve released the findings of its annual bank stress tests late Wednesday. The conclusion it drew was that the banking system in general and large banks in particular are well-situated to handle a severe recession, and that they would be able to maintain healthy levels of lending to both individuals and businesses under tough macroeconomic conditions.</p><p>The assumptions that the Fed used anticipated a severe global recession in which commercial real estate prices would plunge 40%, with a substantial increase in office vacancies. Housing prices would plummet 38%, while unemployment would nearly triple to 10%. The result would be a massive drop in economic output.</p><p>The Fed's findings were interesting. Even though the 23 big banks subject to testing hold about 20% of office and downtown commercial real estate and would suffer heavy losses of $541 billion overall, they would still be able to continue lending and remain above their minimum capital requirements. Commercial real estate and residential mortgage lending losses were projected at around $100 billion, while credit card losses would come in at roughly $120 billion. The Fed also introduced new tests that looked at the trading books of financial institutions, concluding that rising rates wouldn't be catastrophic for big banks.</p><div><div></div></div><h2>Are dividend increases coming?</h2><p>Now, investors are looking to see how financial institutions will respond to the results. Many of those focused on dividend stocks hope that the banks will follow past practice and approve dividend increases for shareholders.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"206051\" :show_benchmark_compare=\"false\" amount_change=\"1.69\" average_volume=\"21,935,170\" company_name=\"Wells Fargo\" current_price=\"42.31\" daily_high=\"42.41\" daily_low=\"41.37\" default_period=\"FiveYear\" dividend_yield=\"2.95%\" exchange=\"NYSE\" fifty_two_week_high=\"48.84\" fifty_two_week_low=\"35.25\" gross_margin=\"0.00\" logo=\"https://g.foolcdn.com/art/companylogos/mark/WFC.png\" market_cap=\"$152B\" pe_ratio=\"11.60\" percent_change=\"4.16\" symbol=\"WFC\" volume=\"14,198,650\"></app></div><p>That would be consistent with past practice. Within days of the 2022 stress test results getting released, <strong>Wells Fargo </strong><span>(WFC<span> 4.16%</span>)</span>, <strong>Bank of America </strong><span>(BAC<span> 2.23%</span>)</span>, <strong>Morgan Stanley </strong><span>(MS<span> 1.66%</span>)</span>, and <strong>Goldman Sachs </strong><span>(GS<span> 3.19%</span>)</span> boosted their quarterly payouts. Increases ranged from modest hikes of around 5% from Bank of America to as much as 25% from Goldman Sachs.</p><p>However, investors shouldn't take it as a guarantee that higher dividends will come from all banks. For instance, <strong>JPMorgan Chase </strong><span>(JPM<span> 3.19%</span>)</span> left its dividend unchanged at $1 per share quarterly even after last year's stress tests, as it found capital requirements onerous enough not to want to take chances with a higher payout. Similarly, <strong>Citigroup </strong><span>(C<span> 0.37%</span>)</span> hasn't increased its dividend since 2019, even when it has done reasonably well on stress tests.</p><p>Still, bank shareholders seem excited about the news. At midday Thursday, Wells Fargo stock was up 4%, while JPMorgan and Goldman managed 3% gains and BofA and Morgan Stanley picked up 2% each. With the big banks already carrying dividend yields of around 3% to 4%, any further increase would only make the stocks that much more attractive to income-oriented investors.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Dividend Investors Must Watch Bank Stocks Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Dividend Investors Must Watch Bank Stocks Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-29 14:39 GMT+8 <a href=https://www.fool.com/investing/2023/06/29/why-dividend-investors-must-watch-bank-stocks-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market moved generally higher on Thursday. However, many tech stocks took somewhat of a breather after strong gains in the recent past, allowing some other sectors of the market to lead Wall...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/29/why-dividend-investors-must-watch-bank-stocks-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4127":"投资银行业与经纪业","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","GS":"高盛","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","WFC":"富国银行","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4211":"区域性银行","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4559":"巴菲特持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4550":"红杉资本持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4552":"Archegos爆仓风波概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","C":"花旗","BK4207":"综合性银行","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","MS":"摩根士丹利","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC"},"source_url":"https://www.fool.com/investing/2023/06/29/why-dividend-investors-must-watch-bank-stocks-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2347435112","content_text":"The stock market moved generally higher on Thursday. However, many tech stocks took somewhat of a breather after strong gains in the recent past, allowing some other sectors of the market to lead Wall Street higher.Investors paid close attention to the results of the Federal Reserve's stress test on banks. With favorable conclusions, many investors who look to financial stocks as sources of generous levels of dividend income are hopeful that they could see payout increases in the days to come. Here's more on what the results of the Fed stress tests were and why some bank stocks in particular are getting votes of confidence from the investing community on Thursday.The Fed's seal of approvalThe Federal Reserve released the findings of its annual bank stress tests late Wednesday. The conclusion it drew was that the banking system in general and large banks in particular are well-situated to handle a severe recession, and that they would be able to maintain healthy levels of lending to both individuals and businesses under tough macroeconomic conditions.The assumptions that the Fed used anticipated a severe global recession in which commercial real estate prices would plunge 40%, with a substantial increase in office vacancies. Housing prices would plummet 38%, while unemployment would nearly triple to 10%. The result would be a massive drop in economic output.The Fed's findings were interesting. Even though the 23 big banks subject to testing hold about 20% of office and downtown commercial real estate and would suffer heavy losses of $541 billion overall, they would still be able to continue lending and remain above their minimum capital requirements. Commercial real estate and residential mortgage lending losses were projected at around $100 billion, while credit card losses would come in at roughly $120 billion. The Fed also introduced new tests that looked at the trading books of financial institutions, concluding that rising rates wouldn't be catastrophic for big banks.Are dividend increases coming?Now, investors are looking to see how financial institutions will respond to the results. Many of those focused on dividend stocks hope that the banks will follow past practice and approve dividend increases for shareholders.That would be consistent with past practice. Within days of the 2022 stress test results getting released, Wells Fargo (WFC 4.16%), Bank of America (BAC 2.23%), Morgan Stanley (MS 1.66%), and Goldman Sachs (GS 3.19%) boosted their quarterly payouts. Increases ranged from modest hikes of around 5% from Bank of America to as much as 25% from Goldman Sachs.However, investors shouldn't take it as a guarantee that higher dividends will come from all banks. For instance, JPMorgan Chase (JPM 3.19%) left its dividend unchanged at $1 per share quarterly even after last year's stress tests, as it found capital requirements onerous enough not to want to take chances with a higher payout. Similarly, Citigroup (C 0.37%) hasn't increased its dividend since 2019, even when it has done reasonably well on stress tests.Still, bank shareholders seem excited about the news. At midday Thursday, Wells Fargo stock was up 4%, while JPMorgan and Goldman managed 3% gains and BofA and Morgan Stanley picked up 2% each. With the big banks already carrying dividend yields of around 3% to 4%, any further increase would only make the stocks that much more attractive to income-oriented investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187931371315328,"gmtCreate":1686907205221,"gmtModify":1686909069778,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Evil morgan!","listText":"Evil morgan!","text":"Evil morgan!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187931371315328","repostId":"1182870538","repostType":2,"repost":{"id":"1182870538","kind":"news","pubTimestamp":1686906712,"share":"https://ttm.financial/m/news/1182870538?lang=&edition=full_marsco","pubTime":"2023-06-16 17:11","market":"sg","language":"en","title":"Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1182870538","media":"Bloomberg","summary":"Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target pr","content":"<html><head></head><body><ul><li><p>Stock rose 33% in the past month after reporting record profit</p></li><li><p>Morgan Stanley has bull case target price of S$9.30 on shares</p></li></ul><p>Morgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally over the past month, saying positives such as strong fundamentals and favorable fuel prices have been priced in.</p><p style=\"text-align: start;\">Shares of the carrier tumbled as much as 1.77% on Friday, on track to snap its longest winning streak since 2008. An Asia Pacific gauge of airline stocks traded higher on the day. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e5284658a8ccf4a921df343362e3681\" tg-width=\"895\" tg-height=\"626\"/></p><p style=\"text-align: start;\">The rating cut to equal-weight from overweight is the airlines’ first in four months since its rapid climb catapulted the stock to among the top gainers on the Bloomberg World Airlines Index this year, according to data compiled by Bloomberg. Singapore Airlines has risen 33% since May 16 after it reported a record profit, driven by pent-up demand. In contrast, the Straits Times Index has advanced 1.4% in that period.</p><p style=\"text-align: start;\">Many market players have remained optimistic on the firm as higher capacity and benign fuel prices will enhance margins in the current fiscal year. Still, these factors looked “played out” and the rally so far has captured these positives, analysts including Divya Gangahar Kothiyal wrote in a note Friday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d042311f0bc6877cea00554396ce56f5\" title=\"\" tg-width=\"698\" tg-height=\"392\"/></p><p>The stock has overshot a consensus estimate target price of S$6.31, according to data compiled by Bloomberg. Morgan Stanley raised its target price by 16.8% to S$7.30 after switching its valuation framework.</p><p>“Our bull case assumes cargo yields stabilize at current levels and costs remain well controlled, driving operating leverage and earnings growth of 15% in FY24,” Morgan Stanley said. “In such a scenario, the stock could continue to re-rate, and we assume a 5% premium over our base case” to a bull case of S$9.30.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-16 17:11 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target price of S$9.30 on sharesMorgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182870538","content_text":"Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target price of S$9.30 on sharesMorgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally over the past month, saying positives such as strong fundamentals and favorable fuel prices have been priced in.Shares of the carrier tumbled as much as 1.77% on Friday, on track to snap its longest winning streak since 2008. An Asia Pacific gauge of airline stocks traded higher on the day. The rating cut to equal-weight from overweight is the airlines’ first in four months since its rapid climb catapulted the stock to among the top gainers on the Bloomberg World Airlines Index this year, according to data compiled by Bloomberg. Singapore Airlines has risen 33% since May 16 after it reported a record profit, driven by pent-up demand. In contrast, the Straits Times Index has advanced 1.4% in that period.Many market players have remained optimistic on the firm as higher capacity and benign fuel prices will enhance margins in the current fiscal year. Still, these factors looked “played out” and the rally so far has captured these positives, analysts including Divya Gangahar Kothiyal wrote in a note Friday.The stock has overshot a consensus estimate target price of S$6.31, according to data compiled by Bloomberg. Morgan Stanley raised its target price by 16.8% to S$7.30 after switching its valuation framework.“Our bull case assumes cargo yields stabilize at current levels and costs remain well controlled, driving operating leverage and earnings growth of 15% in FY24,” Morgan Stanley said. “In such a scenario, the stock could continue to re-rate, and we assume a 5% premium over our base case” to a bull case of S$9.30.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187883621634312,"gmtCreate":1686897652070,"gmtModify":1686897657067,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Charged!!!!!! To the moon!","listText":"Charged!!!!!! To the moon!","text":"Charged!!!!!! To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187883621634312","repostId":"1182870538","repostType":2,"repost":{"id":"1182870538","kind":"news","pubTimestamp":1686906712,"share":"https://ttm.financial/m/news/1182870538?lang=&edition=full_marsco","pubTime":"2023-06-16 17:11","market":"sg","language":"en","title":"Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=1182870538","media":"Bloomberg","summary":"Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target pr","content":"<html><head></head><body><ul><li><p>Stock rose 33% in the past month after reporting record profit</p></li><li><p>Morgan Stanley has bull case target price of S$9.30 on shares</p></li></ul><p>Morgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally over the past month, saying positives such as strong fundamentals and favorable fuel prices have been priced in.</p><p style=\"text-align: start;\">Shares of the carrier tumbled as much as 1.77% on Friday, on track to snap its longest winning streak since 2008. An Asia Pacific gauge of airline stocks traded higher on the day. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e5284658a8ccf4a921df343362e3681\" tg-width=\"895\" tg-height=\"626\"/></p><p style=\"text-align: start;\">The rating cut to equal-weight from overweight is the airlines’ first in four months since its rapid climb catapulted the stock to among the top gainers on the Bloomberg World Airlines Index this year, according to data compiled by Bloomberg. Singapore Airlines has risen 33% since May 16 after it reported a record profit, driven by pent-up demand. In contrast, the Straits Times Index has advanced 1.4% in that period.</p><p style=\"text-align: start;\">Many market players have remained optimistic on the firm as higher capacity and benign fuel prices will enhance margins in the current fiscal year. Still, these factors looked “played out” and the rally so far has captured these positives, analysts including Divya Gangahar Kothiyal wrote in a note Friday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d042311f0bc6877cea00554396ce56f5\" title=\"\" tg-width=\"698\" tg-height=\"392\"/></p><p>The stock has overshot a consensus estimate target price of S$6.31, according to data compiled by Bloomberg. Morgan Stanley raised its target price by 16.8% to S$7.30 after switching its valuation framework.</p><p>“Our bull case assumes cargo yields stabilize at current levels and costs remain well controlled, driving operating leverage and earnings growth of 15% in FY24,” Morgan Stanley said. “In such a scenario, the stock could continue to re-rate, and we assume a 5% premium over our base case” to a bull case of S$9.30.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Airlines Slides 1.77% After Morgan Stanley Slashes Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-16 17:11 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target price of S$9.30 on sharesMorgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.bloomberg.com/news/articles/2023-06-16/singapore-airlines-gets-its-first-downgrade-in-four-months?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182870538","content_text":"Stock rose 33% in the past month after reporting record profitMorgan Stanley has bull case target price of S$9.30 on sharesMorgan Stanley downgraded Singapore Airlines Ltd. after a peer-beating rally over the past month, saying positives such as strong fundamentals and favorable fuel prices have been priced in.Shares of the carrier tumbled as much as 1.77% on Friday, on track to snap its longest winning streak since 2008. An Asia Pacific gauge of airline stocks traded higher on the day. The rating cut to equal-weight from overweight is the airlines’ first in four months since its rapid climb catapulted the stock to among the top gainers on the Bloomberg World Airlines Index this year, according to data compiled by Bloomberg. Singapore Airlines has risen 33% since May 16 after it reported a record profit, driven by pent-up demand. In contrast, the Straits Times Index has advanced 1.4% in that period.Many market players have remained optimistic on the firm as higher capacity and benign fuel prices will enhance margins in the current fiscal year. Still, these factors looked “played out” and the rally so far has captured these positives, analysts including Divya Gangahar Kothiyal wrote in a note Friday.The stock has overshot a consensus estimate target price of S$6.31, according to data compiled by Bloomberg. Morgan Stanley raised its target price by 16.8% to S$7.30 after switching its valuation framework.“Our bull case assumes cargo yields stabilize at current levels and costs remain well controlled, driving operating leverage and earnings growth of 15% in FY24,” Morgan Stanley said. “In such a scenario, the stock could continue to re-rate, and we assume a 5% premium over our base case” to a bull case of S$9.30.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184390599442464,"gmtCreate":1686041614612,"gmtModify":1686041619217,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184390599442464","repostId":"2341330488","repostType":2,"isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970866612,"gmtCreate":1684288542536,"gmtModify":1684288545752,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970866612","repostId":"2336334291","repostType":2,"repost":{"id":"2336334291","kind":"highlight","pubTimestamp":1684287551,"share":"https://ttm.financial/m/news/2336334291?lang=&edition=full_marsco","pubTime":"2023-05-17 09:39","market":"sg","language":"en","title":"DBS, OCBC and UOB All Reported Record Earnings: Which Bank Qualifies as the Best Pick?","url":"https://stock-news.laohu8.com/highlight/detail?id=2336334291","media":"The Smart Investor","summary":"We size up the trio of local banks after their recent earnings period to tease out which qualifies as the best investment.","content":"<html><head></head><body><p>The trio of local banks have been a big beneficiary of surging interest rates as the US Federal Reserve began its aggressive rate hikes in March 2022.</p><p>Back then, no one thought that over the next year, the central bank would embark on one of its most aggressive interest-rate increases in history to combat inflation.</p><p><a href=\"https://laohu8.com/S/U11.SI\">United Overseas Bank Ltd</a>, or UOB, was the first to hand in its report card, where it announced a record net profit of S$1.6 billion.</p><p>Next, <a href=\"https://laohu8.com/S/D05.SI\">DBS Group</a> turned in a similarly-stellar earnings report for fiscal 2023’s first quarter (1Q 2023) with a historical net profit of S$2.57 billion.</p><p>Not to be outdone, <a href=\"https://laohu8.com/S/O39.SI\">OCBC Ltd</a> followed up with its record net profit of S$1.88 billion, being the last of the three banks to report its results.</p><p>With all three blue-chip banks reporting impressive sets of earnings, it can be tough to decide on which bank to add to your buy watchlist.</p><p>We sized up all three banks to review their latest numbers and determine which qualifies as the best investment idea.</p><h2>Financials</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3c37d52fad6b528bbb2355b2ba4f571\" tg-width=\"796\" tg-height=\"273\"/></p><p>Looking at the financials angle, all three banks posted higher total income as their results were strongly boosted by a surge in net interest income.</p><p>Profit before allowances also surged in all three cases as the rise in expenses was dwarfed by the sharp jump in total income.</p><p>The result? A strong year on year net profit growth for all three banks allowed them to record historic levels of net profit.</p><p>Looking at the percentage increases, UOB is the winner in this round as total income, profit before allowance, and net profit all increased at the fastest pace among the trio.</p><p>This outstanding performance may also be tied to its recent acquisition of <strong>Citigroup’s</strong> (NYSE: C) consumer banking division which is now being slowly integrated into the group’s results.</p><p><strong>Winner: UOB</strong></p><h2>NIMs and loan growth</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbf49b7039501c051e2e50d97e83d4f8\" tg-width=\"795\" tg-height=\"302\"/></p><p>Moving on to the net interest margin (NIM), the surge in interest rates has helped to lift all three banks’ NIM to above 2%, levels that have not been seen in a while.</p><p>Although DBS Group has the lowest NIM of the three, it was the only bank to have displayed quarter-on-quarter growth in NIM, going from 2.05% to 2.12%.</p><p>The other two banks saw NIM dip slightly. UOB’s NIM fell by 0.08 percentage points to 2.14% from 4Q 2022 while OCBC’s slid just 0.01 percentage points to 2.3%.</p><p>This slight dip suggests that NIMs may have peaked for both UOB and OCBC, while there may still be some NIM upside for DBS Group.</p><p>For loan growth, all three banks displayed relatively flat loan growth but DBS Group takes the cake here with a 0.2% year on year increase in its loan book.</p><p><strong>Winner: DBS Group</strong></p><h2>Cost-to-income ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08185760a098096c9c0f333e2a15c9b7\" tg-width=\"797\" tg-height=\"216\"/></p><p>The cost-to-income ratio measures how efficiently a bank is run by comparing its expenses base to its total income.</p><p>OCBC has shown an amazing ability to reduce its cost base with its cost-to-income ratio jumping from 43.3% in 4Q 2022 to 37.1%, making it the lowest among the three.</p><p>It was also the largest improvement among the trio on a year on year basis as OCBC’s cost-to-income ratio stood at 45.6% in 1Q 2022.</p><p><strong>Winner: OCBC</strong></p><h2>Return on equity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5528ae35723aa3b6ce81b623921f61e4\" tg-width=\"795\" tg-height=\"215\"/></p><p>Next, we look at the important return on equity (ROE) metric that measures the profitability of each bank relative to its equity base.</p><p>DBS easily takes the trophy here with an ROE of 18.6%, with UOB and OCBC coming in relatively close to each other at 14.9% and 14.7%, respectively.</p><p>It should be noted that DBS’s ROE was already the highest in the prior quarter (4Q 2022) at 17.2%), but it has continued to maintain its lead as we head into 1Q 2023.</p><p><strong>Winner: DBS Group</strong></p><h2>Non-performing loans (NPL) ratio</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcdda4a7ffe6a70f02d20870680da4b4\" tg-width=\"796\" tg-height=\"213\"/></p><p>As higher interest rates tend to dampen consumer spending and raise the probability of bad loans, we took a look at each bank’s non-performing loans (NPL) ratio.</p><p>DBS also comes up as the winner here with a consistently low NPL ratio of 1.1% which is down from the prior year’s 1.3%.</p><p>OCBC also fared well by reducing its NPL ratio to be on par with DBS Group, but its prior 4Q 2022’s NPL ratio was slightly higher than DBS at 1.2%.</p><p><strong>Winner: DBS Group</strong></p><h2>Valuation</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec59818676937afeff0b79c8877ddca\" tg-width=\"797\" tg-height=\"217\"/></p><p>An analysis of the three banks would not be complete without a look at their valuations.</p><p>Based on the price-to-book (P/B) for each bank, OCBC once again emerges as the cheapest of the trio at just 1.06 P/B.</p><p>DBS is, as usual, the most expensive once again at 1.45 P/B while UOB is sandwiched in the middle with a 1.11 P/B.</p><p><strong>Winner: OCBC</strong></p><h2 style=\"text-align: start;\">Get Smart: Other considerations</h2><p style=\"text-align: start;\">It seems DBS has won this round with three attributes coming up tops, compared with two for OCBC and one for UOB.</p><p style=\"text-align: start;\">Of course, investors need to consider other factors too when evaluating all three lenders.</p><p style=\"text-align: start;\">For instance, DBS Group also pays out a quarterly dividend of S$0.42 per share.</p><p style=\"text-align: start;\">Income-seeking investors could view this aspect favourably when considering which bank to buy as Singapore’s largest bank is the only bank to dole out quarterly <u>dividends</u>.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DBS, OCBC and UOB All Reported Record Earnings: Which Bank Qualifies as the Best Pick?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDBS, OCBC and UOB All Reported Record Earnings: Which Bank Qualifies as the Best Pick?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-17 09:39 GMT+8 <a href=https://thesmartinvestor.com.sg/dbs-ocbc-and-uob-all-reported-record-earnings-which-bank-qualifies-as-the-best-pick/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The trio of local banks have been a big beneficiary of surging interest rates as the US Federal Reserve began its aggressive rate hikes in March 2022.Back then, no one thought that over the next year,...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/dbs-ocbc-and-uob-all-reported-record-earnings-which-bank-qualifies-as-the-best-pick/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股","O39.SI":"华侨银行","U11.SI":"大华银行"},"source_url":"https://thesmartinvestor.com.sg/dbs-ocbc-and-uob-all-reported-record-earnings-which-bank-qualifies-as-the-best-pick/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336334291","content_text":"The trio of local banks have been a big beneficiary of surging interest rates as the US Federal Reserve began its aggressive rate hikes in March 2022.Back then, no one thought that over the next year, the central bank would embark on one of its most aggressive interest-rate increases in history to combat inflation.United Overseas Bank Ltd, or UOB, was the first to hand in its report card, where it announced a record net profit of S$1.6 billion.Next, DBS Group turned in a similarly-stellar earnings report for fiscal 2023’s first quarter (1Q 2023) with a historical net profit of S$2.57 billion.Not to be outdone, OCBC Ltd followed up with its record net profit of S$1.88 billion, being the last of the three banks to report its results.With all three blue-chip banks reporting impressive sets of earnings, it can be tough to decide on which bank to add to your buy watchlist.We sized up all three banks to review their latest numbers and determine which qualifies as the best investment idea.FinancialsLooking at the financials angle, all three banks posted higher total income as their results were strongly boosted by a surge in net interest income.Profit before allowances also surged in all three cases as the rise in expenses was dwarfed by the sharp jump in total income.The result? A strong year on year net profit growth for all three banks allowed them to record historic levels of net profit.Looking at the percentage increases, UOB is the winner in this round as total income, profit before allowance, and net profit all increased at the fastest pace among the trio.This outstanding performance may also be tied to its recent acquisition of Citigroup’s (NYSE: C) consumer banking division which is now being slowly integrated into the group’s results.Winner: UOBNIMs and loan growthMoving on to the net interest margin (NIM), the surge in interest rates has helped to lift all three banks’ NIM to above 2%, levels that have not been seen in a while.Although DBS Group has the lowest NIM of the three, it was the only bank to have displayed quarter-on-quarter growth in NIM, going from 2.05% to 2.12%.The other two banks saw NIM dip slightly. UOB’s NIM fell by 0.08 percentage points to 2.14% from 4Q 2022 while OCBC’s slid just 0.01 percentage points to 2.3%.This slight dip suggests that NIMs may have peaked for both UOB and OCBC, while there may still be some NIM upside for DBS Group.For loan growth, all three banks displayed relatively flat loan growth but DBS Group takes the cake here with a 0.2% year on year increase in its loan book.Winner: DBS GroupCost-to-income ratioThe cost-to-income ratio measures how efficiently a bank is run by comparing its expenses base to its total income.OCBC has shown an amazing ability to reduce its cost base with its cost-to-income ratio jumping from 43.3% in 4Q 2022 to 37.1%, making it the lowest among the three.It was also the largest improvement among the trio on a year on year basis as OCBC’s cost-to-income ratio stood at 45.6% in 1Q 2022.Winner: OCBCReturn on equityNext, we look at the important return on equity (ROE) metric that measures the profitability of each bank relative to its equity base.DBS easily takes the trophy here with an ROE of 18.6%, with UOB and OCBC coming in relatively close to each other at 14.9% and 14.7%, respectively.It should be noted that DBS’s ROE was already the highest in the prior quarter (4Q 2022) at 17.2%), but it has continued to maintain its lead as we head into 1Q 2023.Winner: DBS GroupNon-performing loans (NPL) ratioAs higher interest rates tend to dampen consumer spending and raise the probability of bad loans, we took a look at each bank’s non-performing loans (NPL) ratio.DBS also comes up as the winner here with a consistently low NPL ratio of 1.1% which is down from the prior year’s 1.3%.OCBC also fared well by reducing its NPL ratio to be on par with DBS Group, but its prior 4Q 2022’s NPL ratio was slightly higher than DBS at 1.2%.Winner: DBS GroupValuationAn analysis of the three banks would not be complete without a look at their valuations.Based on the price-to-book (P/B) for each bank, OCBC once again emerges as the cheapest of the trio at just 1.06 P/B.DBS is, as usual, the most expensive once again at 1.45 P/B while UOB is sandwiched in the middle with a 1.11 P/B.Winner: OCBCGet Smart: Other considerationsIt seems DBS has won this round with three attributes coming up tops, compared with two for OCBC and one for UOB.Of course, investors need to consider other factors too when evaluating all three lenders.For instance, DBS Group also pays out a quarterly dividend of S$0.42 per share.Income-seeking investors could view this aspect favourably when considering which bank to buy as Singapore’s largest bank is the only bank to dole out quarterly dividends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970868433,"gmtCreate":1684287397322,"gmtModify":1684287400903,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970868433","repostId":"1137836171","repostType":4,"isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970868694,"gmtCreate":1684287312519,"gmtModify":1684287316051,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970868694","repostId":"1104822190","repostType":2,"repost":{"id":"1104822190","kind":"news","pubTimestamp":1684203063,"share":"https://ttm.financial/m/news/1104822190?lang=&edition=full_marsco","pubTime":"2023-05-16 10:11","market":"sg","language":"en","title":"Maybank and RHB Analysts Maintain \"Buy\" Calls on ST Engineering Following 1QFY2023 Business Update","url":"https://stock-news.laohu8.com/highlight/detail?id=1104822190","media":"The Edge Singapore","summary":"Maybank Securities' Kelvin Tan has maintained his \"buy\" call and $4.10 target price on ST Engineerin","content":"<html><head></head><body><p>Maybank Securities' Kelvin Tan has maintained his "buy" call and $4.10 target price on ST Engineering, following the engineering conglomerate's 1QFY2023 business update.</p><p style=\"text-align: start;\">For the three months to March, ST Engineering reported revenue of $2.3 billion, up 13% y-o-y, with growth across all its business segments, including TransCore, its US-based traffic management unit acquired for US$2.7 billion.</p><p style=\"text-align: start;\">However, the revenue thus far is "marginally" below Tan's estimates.</p><p>Nonetheless, underpinned by a record order book of $25.4 billion, he is optimistic that the current FY2023 is a turnaround point for ST Engineering as it transforms from a dividend yield play to one of "durable and sustainable growth."</p><p style=\"text-align: start;\">"We believe all three of STE’s business divisions are on track for margins to recover in FY2023," writes Tan in his May 16 note.</p><p style=\"text-align: start;\">Tan describes ST Engineering, which is likely to increase its order book to $27 billion by end of the year, as an inexpensive long-term entry opportunity, with reduced debt and potentially higher earnings a key re-rating catalyst.</p><p>RHB Bank Singapore's Shekhar Jaiswal, similarly, has kept his "buy" call on the stock, along with a target price of $4.05.</p><p style=\"text-align: start;\">"We continue to like ST Engineering for its strong revenue visibility and defensive dividend outlook," says Jaiswal, who expects the company to deliver a 17% profit CAGR between FY2022 and FY2025.</p><p style=\"text-align: start;\">He is also cheered by the company's ability to produce significant free cash flow, which will lead to a gradual drop in its net debt-to-equity ratio during 2023-2025.</p><p>ST Engineering used to be debt free but took on debt to fund the acquisition of Transcore.</p><p style=\"text-align: start;\">In her May 15 note, CGS-CIMB's Lim Siew Khee expects ST Engineering to report stronger earnings for the coming second half of the year, with better contributions from urban solutions and satellite communications projects.</p><p style=\"text-align: start;\">In addition, supply chain pressure is seen to be relieved in 4QFY2023, which will further boost earnings, writes Lim, who has kept her "buy" call and $4 target price.</p><p>On the other hand, Citi Research's Jame Osman prefers to stay cautious. He notes the recovery seen in certain key sectors such as aerospace.</p><p style=\"text-align: start;\">However, he believes that near term risks, such as component and labour shortage, will remain a bugbear.</p><p style=\"text-align: start;\">"We retain our cautious view primarily as we believe market expectations for near-term earnings growth appear too optimistic and may not adequately discount risk factors," writes Osman in his May 15 note, as he maintains his "sell" call.</p><p style=\"text-align: start;\">Osman believes that his target price of $3.35, tied to 22x FY2023 earnings, has already priced in "positive narratives" including the strong order book and air travel recovery.</p><p>Analysts at Maybank Securities and DBS Group Research have lowered their target prices on <a href=\"https://laohu8.com/S/558.SI\">UMS Holdings</a> to 94 cents and $1.20 respectively, in anticipation of a weaker quarter following the company’s 1QFY2023 ended March results announcement.</p><p style=\"text-align: start;\">For its 1QFY2023, UMS reported a patmi of $17.4 million, higher than Maybank analyst Jarick Seet’s estimate of $14.5 million. Its semiconductor integrated system sales remained strong in 1QFY2023, surging 37% y-o-y to $40.9 million. Component sales revenue, however, was down 26% to $32 million.</p><p style=\"text-align: start;\">For 2QFY2023, Seet forecast UMS to record 15%-20% decline q-o-q in sales of components and integrated systems on the back of lower demand. “We think 2QFY2023 will be the bottom as we believe demand will pick up in 2HFY2023,” he adds.</p><p style=\"text-align: start;\">DBS’s Ling Lee Keng echoes Seet’s sentiment — the analyst is hopeful of a stronger 2HFY2023 and a recovery in 2024 on the back of strong recovery in the semiconductor industry. She cites a forecast by consulting firm Gartner, which predicts a global semiconductor market rebound of 18.5% y-o-y in 2024.</p><p style=\"text-align: start;\">That said, Ling notes that the industry outlook is remaining soft in the near term, expecting the worldwide semiconductor shipments to dip further in the coming months. As at March, shipment data had eased 23% from the peak in May 2022 to US$39.8 billion. There may be another 10% to 20% drop in the months ahead based on historical trends, the analyst points out.</p><p style=\"text-align: start;\">“However, the longer-term uptrend remains intact. Drivers would include the growing semiconductor content across technology nodes, continued advancement of leading-edge technologies, increasing investment in legacy nodes and innovation and growth of new enabling technologies such as artificial intelligence,” says Ling.</p><p>Maybank’s Seet points out that UMS’s new customer may delay its ramp up due to weak semiconductor demand. As a result, he believes UMS may face higher costs pressures — coupled with a lower revenue base, the company’s margins could decline further in the quarters ahead.</p><p style=\"text-align: start;\">The slowdown in order momentum coupled with margin pressure has led DBS to cut its FY2023 and FY2024 earnings forecast for UMS by 29% and 23% respectively. Ling now expects net margins of 21.7% and 23.1% for FY2023 and FY2023, keeping her “buy” call.</p><p style=\"text-align: start;\">Although Seet remains optimistic on UMS’s longer term prospects, the analyst believes the share price has not fully priced in the weak near-term performance. Amid the uncertain outlook, Maybank keeps its “hold” call on UMS.</p><p style=\"text-align: start;\">As at 9.37am, shares in UMS are trading at an unchanged 92 cents.</p></body></html>","source":"lsy1655096814160","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Maybank and RHB Analysts Maintain \"Buy\" Calls on ST Engineering Following 1QFY2023 Business Update</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMaybank and RHB Analysts Maintain \"Buy\" Calls on ST Engineering Following 1QFY2023 Business Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 10:11 GMT+8 <a href=https://www.theedgesingapore.com/capital/brokers-calls/maybank-and-rhb-analysts-maintain-buy-calls-st-engineering-following-1qfy2023><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Maybank Securities' Kelvin Tan has maintained his \"buy\" call and $4.10 target price on ST Engineering, following the engineering conglomerate's 1QFY2023 business update.For the three months to March, ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/maybank-and-rhb-analysts-maintain-buy-calls-st-engineering-following-1qfy2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/maybank-and-rhb-analysts-maintain-buy-calls-st-engineering-following-1qfy2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104822190","content_text":"Maybank Securities' Kelvin Tan has maintained his \"buy\" call and $4.10 target price on ST Engineering, following the engineering conglomerate's 1QFY2023 business update.For the three months to March, ST Engineering reported revenue of $2.3 billion, up 13% y-o-y, with growth across all its business segments, including TransCore, its US-based traffic management unit acquired for US$2.7 billion.However, the revenue thus far is \"marginally\" below Tan's estimates.Nonetheless, underpinned by a record order book of $25.4 billion, he is optimistic that the current FY2023 is a turnaround point for ST Engineering as it transforms from a dividend yield play to one of \"durable and sustainable growth.\"\"We believe all three of STE’s business divisions are on track for margins to recover in FY2023,\" writes Tan in his May 16 note.Tan describes ST Engineering, which is likely to increase its order book to $27 billion by end of the year, as an inexpensive long-term entry opportunity, with reduced debt and potentially higher earnings a key re-rating catalyst.RHB Bank Singapore's Shekhar Jaiswal, similarly, has kept his \"buy\" call on the stock, along with a target price of $4.05.\"We continue to like ST Engineering for its strong revenue visibility and defensive dividend outlook,\" says Jaiswal, who expects the company to deliver a 17% profit CAGR between FY2022 and FY2025.He is also cheered by the company's ability to produce significant free cash flow, which will lead to a gradual drop in its net debt-to-equity ratio during 2023-2025.ST Engineering used to be debt free but took on debt to fund the acquisition of Transcore.In her May 15 note, CGS-CIMB's Lim Siew Khee expects ST Engineering to report stronger earnings for the coming second half of the year, with better contributions from urban solutions and satellite communications projects.In addition, supply chain pressure is seen to be relieved in 4QFY2023, which will further boost earnings, writes Lim, who has kept her \"buy\" call and $4 target price.On the other hand, Citi Research's Jame Osman prefers to stay cautious. He notes the recovery seen in certain key sectors such as aerospace.However, he believes that near term risks, such as component and labour shortage, will remain a bugbear.\"We retain our cautious view primarily as we believe market expectations for near-term earnings growth appear too optimistic and may not adequately discount risk factors,\" writes Osman in his May 15 note, as he maintains his \"sell\" call.Osman believes that his target price of $3.35, tied to 22x FY2023 earnings, has already priced in \"positive narratives\" including the strong order book and air travel recovery.Analysts at Maybank Securities and DBS Group Research have lowered their target prices on UMS Holdings to 94 cents and $1.20 respectively, in anticipation of a weaker quarter following the company’s 1QFY2023 ended March results announcement.For its 1QFY2023, UMS reported a patmi of $17.4 million, higher than Maybank analyst Jarick Seet’s estimate of $14.5 million. Its semiconductor integrated system sales remained strong in 1QFY2023, surging 37% y-o-y to $40.9 million. Component sales revenue, however, was down 26% to $32 million.For 2QFY2023, Seet forecast UMS to record 15%-20% decline q-o-q in sales of components and integrated systems on the back of lower demand. “We think 2QFY2023 will be the bottom as we believe demand will pick up in 2HFY2023,” he adds.DBS’s Ling Lee Keng echoes Seet’s sentiment — the analyst is hopeful of a stronger 2HFY2023 and a recovery in 2024 on the back of strong recovery in the semiconductor industry. She cites a forecast by consulting firm Gartner, which predicts a global semiconductor market rebound of 18.5% y-o-y in 2024.That said, Ling notes that the industry outlook is remaining soft in the near term, expecting the worldwide semiconductor shipments to dip further in the coming months. As at March, shipment data had eased 23% from the peak in May 2022 to US$39.8 billion. There may be another 10% to 20% drop in the months ahead based on historical trends, the analyst points out.“However, the longer-term uptrend remains intact. Drivers would include the growing semiconductor content across technology nodes, continued advancement of leading-edge technologies, increasing investment in legacy nodes and innovation and growth of new enabling technologies such as artificial intelligence,” says Ling.Maybank’s Seet points out that UMS’s new customer may delay its ramp up due to weak semiconductor demand. As a result, he believes UMS may face higher costs pressures — coupled with a lower revenue base, the company’s margins could decline further in the quarters ahead.The slowdown in order momentum coupled with margin pressure has led DBS to cut its FY2023 and FY2024 earnings forecast for UMS by 29% and 23% respectively. Ling now expects net margins of 21.7% and 23.1% for FY2023 and FY2023, keeping her “buy” call.Although Seet remains optimistic on UMS’s longer term prospects, the analyst believes the share price has not fully priced in the weak near-term performance. Amid the uncertain outlook, Maybank keeps its “hold” call on UMS.As at 9.37am, shares in UMS are trading at an unchanged 92 cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970861705,"gmtCreate":1684286973508,"gmtModify":1684286976344,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a>charged!!!! To the moon!","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a>charged!!!! To the moon!","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ charged!!!! To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/9970861705","isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560315761756143","authorId":"3560315761756143","name":"LeonisYH","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3560315761756143","authorIdStr":"3560315761756143"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970007251,"gmtCreate":1683687840073,"gmtModify":1683687844237,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970007251","repostId":"9947331943","repostType":1,"repost":{"id":9947331943,"gmtCreate":1682552600383,"gmtModify":1682559711337,"author":{"id":"4145577437639082","authorId":"4145577437639082","name":"Star in the Sky","avatar":"https://community-static.tradeup.com/news/37e252252b1b80ac71983f2ee5cfe8fb","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4145577437639082","authorIdStr":"4145577437639082"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a><v-v data-views=\"1\"></v-v> After added up all quarter results. Expecting SIA to post a good full year results in the May. [Call] . Predicted dividend: $0.15~$0.2 [USD] [USD] ","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a><v-v data-views=\"1\"></v-v> After added up all quarter results. Expecting SIA to post a good full year results in the May. [Call] . Predicted dividend: $0.15~$0.2 [USD] [USD] ","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ After added up all quarter results. Expecting SIA to post a good full year results in the May. [Call] . Predicted dividend: $0.15~$0.2 [USD] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947331943","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942423155,"gmtCreate":1681282684178,"gmtModify":1681282689034,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Jia You!","listText":"Jia You!","text":"Jia You!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942423155","repostId":"1143209256","repostType":2,"repost":{"id":"1143209256","kind":"news","pubTimestamp":1681280337,"share":"https://ttm.financial/m/news/1143209256?lang=&edition=full_marsco","pubTime":"2023-04-12 14:18","market":"sg","language":"en","title":"SIA Engineering's Near-Term Profitability Unlikely to Return to Pre-Pandemic Levels, CGS-CIMB Maintains Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1143209256","media":"The Edge Singapore","summary":"Although SIA Engineering Company (SIAEC) is expected to enjoy further recovery in flight volumes, CG","content":"<html><head></head><body><p>Although SIA Engineering Company (SIAEC)<strong> </strong>is expected to enjoy further recovery in flight volumes, CGS-CIMB Research analysts Kenneth Tan and Lim Siew Kee believe that its profitability in the near-term is unlikely to return to pre-pandemic levels, given high staff costs.</p><p style=\"text-align: start;\">Citing data from Centre for Aviation, the analysts highlight that flight movements out of Singapore stood at 82% of pre-Covid-19 levels on Apr 2 while June forward flight movements indicate that volumes could recover to 86% of pre-Covid-19 levels by the end of the month.</p><p style=\"text-align: start;\">Tan and Lim see more meaningful volume recovery in 2HFY2023, given time lag for airlines to ramp up China-Singapore routes as well as the recent assumption of foreign visa issuance in China.</p><p style=\"text-align: start;\">CGS-CIMB expects SIAEC to report 4QFY2023 results in the first week of May 2023. For the quarter, CGS-CIMB forecasts SIAEC to report a 95% y-o-y growth in net profit to $19 million, driven by slight improvement in operating loss and continued associates recovery. The analysts also see strong growth for topline and associates as flight volumes at Changi Airport continue to recover.</p><p style=\"text-align: start;\">Staff costs, however, are expected to remain high at $122 million, a 34% increase y-o-y, continuing to be a drag on earnings. “While we do see a near y-o-y doubling in 4QFY2023 net profit, we expect net profit margin to stay weak at 8.6%,” they add.</p><p style=\"text-align: start;\">The analysts also highlight that labour shortages would be an ongoing concern in the industry. For one, maintenance, repair and overhaul (MRO) provider Lufthansa Technik in its FY2022 results mentioned labour shortage as a key near-term challenge faced, expecting it to persist in 2023 and beyond.</p><p>Aircraft engine supplier Rolls-Royce sees a similar situation, with the whole industry facing challenges in tackling labour shortage issues as flight volumes recover, the analysts add. “We see a similar tone from Oliver Wyman’s 2023 MRO outlook — the group expects mechanic headcount deficits to linger or grow over the next ten years.”</p><p style=\"text-align: start;\">To this end, CGS-CIMB believes that SIAEC will continue to face labour issues in the medium-term, given skilled workers leaving and not returning to Singapore and the time lag to develop a pipeline of young technicians.</p><p style=\"text-align: start;\">Tan and Lim have maintained “hold” on SIAEC with a target price of $2.42.</p><p style=\"text-align: start;\">As at 10.04am, shares in SIAEC are trading 3 cents lower or 1.31% down at $2.25.</p></body></html>","source":"lsy1655096814160","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SIA Engineering's Near-Term Profitability Unlikely to Return to Pre-Pandemic Levels, CGS-CIMB Maintains Hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSIA Engineering's Near-Term Profitability Unlikely to Return to Pre-Pandemic Levels, CGS-CIMB Maintains Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 14:18 GMT+8 <a href=https://www.theedgesingapore.com/capital/brokers-calls/sia-engineerings-near-term-profitability-unlikely-return-pre-pandemic-levels><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Although SIA Engineering Company (SIAEC) is expected to enjoy further recovery in flight volumes, CGS-CIMB Research analysts Kenneth Tan and Lim Siew Kee believe that its profitability in the near-...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/sia-engineerings-near-term-profitability-unlikely-return-pre-pandemic-levels\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S59.SI":"新航工程"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/sia-engineerings-near-term-profitability-unlikely-return-pre-pandemic-levels","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143209256","content_text":"Although SIA Engineering Company (SIAEC) is expected to enjoy further recovery in flight volumes, CGS-CIMB Research analysts Kenneth Tan and Lim Siew Kee believe that its profitability in the near-term is unlikely to return to pre-pandemic levels, given high staff costs.Citing data from Centre for Aviation, the analysts highlight that flight movements out of Singapore stood at 82% of pre-Covid-19 levels on Apr 2 while June forward flight movements indicate that volumes could recover to 86% of pre-Covid-19 levels by the end of the month.Tan and Lim see more meaningful volume recovery in 2HFY2023, given time lag for airlines to ramp up China-Singapore routes as well as the recent assumption of foreign visa issuance in China.CGS-CIMB expects SIAEC to report 4QFY2023 results in the first week of May 2023. For the quarter, CGS-CIMB forecasts SIAEC to report a 95% y-o-y growth in net profit to $19 million, driven by slight improvement in operating loss and continued associates recovery. The analysts also see strong growth for topline and associates as flight volumes at Changi Airport continue to recover.Staff costs, however, are expected to remain high at $122 million, a 34% increase y-o-y, continuing to be a drag on earnings. “While we do see a near y-o-y doubling in 4QFY2023 net profit, we expect net profit margin to stay weak at 8.6%,” they add.The analysts also highlight that labour shortages would be an ongoing concern in the industry. For one, maintenance, repair and overhaul (MRO) provider Lufthansa Technik in its FY2022 results mentioned labour shortage as a key near-term challenge faced, expecting it to persist in 2023 and beyond.Aircraft engine supplier Rolls-Royce sees a similar situation, with the whole industry facing challenges in tackling labour shortage issues as flight volumes recover, the analysts add. “We see a similar tone from Oliver Wyman’s 2023 MRO outlook — the group expects mechanic headcount deficits to linger or grow over the next ten years.”To this end, CGS-CIMB believes that SIAEC will continue to face labour issues in the medium-term, given skilled workers leaving and not returning to Singapore and the time lag to develop a pipeline of young technicians.Tan and Lim have maintained “hold” on SIAEC with a target price of $2.42.As at 10.04am, shares in SIAEC are trading 3 cents lower or 1.31% down at $2.25.","news_type":1},"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941143243,"gmtCreate":1680079260183,"gmtModify":1680079264532,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V 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pls","text":"Like and comment pls","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":10,"repostSize":0,"link":"https://ttm.financial/post/183778421","repostId":"1195294102","repostType":4,"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579506230138289","authorId":"3579506230138289","name":"BigMac8885","avatar":"https://static.tigerbbs.com/e583c75322dd4651672938ebba8683b7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579506230138289","authorIdStr":"3579506230138289"},"content":"Nice, Pls help too","text":"Nice, Pls help too","html":"Nice, Pls help too"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952388083,"gmtCreate":1674460932242,"gmtModify":1676538941247,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V 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href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a><v-v data-views=\"1\"></v-v>to the moon!","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$ </a><v-v data-views=\"1\"></v-v>to the moon!","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238578104967464","isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952388175,"gmtCreate":1674460972998,"gmtModify":1676538941255,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952388175","repostId":"2305604719","repostType":4,"repost":{"id":"2305604719","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674488021,"share":"https://ttm.financial/m/news/2305604719?lang=&edition=full_marsco","pubTime":"2023-01-23 23:33","market":"us","language":"en","title":"Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305604719","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n Sometimes, being a value investor means going where others prefer not t","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n There's value there. \n</p>\n<p>\n Corrections & amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-23 23:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n There's value there. \n</p>\n<p>\n Corrections & amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLMT":"卡路美","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4559":"巴菲特持仓","BK4501":"段永平概念","COP":"康菲石油","BK4527":"明星科技股","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4550":"红杉资本持仓","DIS":"迪士尼","SG9999002232.USD":"Allianz Global High Payout USD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4207":"综合性银行","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","DNOW":"NOW Inc.","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4581":"高盛持仓","WFC":"富国银行","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4138":"石油与天然气的炼制和营销","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","NEX":"NexTier Oilfield Solutions Inc.","LU1046421795.USD":"富达环球科技A-ACC","BK4548":"巴美列捷福持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","PM":"菲利普莫里斯","CVI":"CVR能源","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","MO":"奥驰亚","LU0149725797.USD":"汇丰美国股市经济规模基金","HAL":"哈里伯顿","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4585":"ETF&股票定投概念","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4554":"元宇宙及AR概念","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","ET":"Energy Transfer LP","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4507":"流媒体概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305604719","content_text":"By Nicholas Jasinski \n\n\n Sometimes, being a value investor means going where others prefer not to go. \n\n\n For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney $(DIS)$, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n\n\n Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase $(JPM)$, which lacks the same drama -- and that makes it attractive. \n\n\n \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n\n\n He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix $(NFLX)$ results eased concerns around streaming, but is still down 30% over the past 12 months. \n\n\n Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners $(CLMT)$ refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer $(ET)$ owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n\n\n Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International $(PM)$ and Altria Group $(MO)$, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n\n\n Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips $(COP)$, with Halliburton $(HAL.UK)$ also in the portfolio. Frank owns shares of refiner CVR Energy $(CVI)$, oil-field services companies NOW $(DNOW)$, and NexTier Oilfield Solutions $(NEX)$. \n\n\n It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n\n\n There's value there. \n\n\n Corrections & amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n\n\n Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n January 23, 2023 15:27 ET (20:27 GMT)\n\n\n Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922106087,"gmtCreate":1671708746249,"gmtModify":1676538579800,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9922106087","repostId":"1102116872","repostType":4,"repost":{"id":"1102116872","kind":"news","pubTimestamp":1671722826,"share":"https://ttm.financial/m/news/1102116872?lang=&edition=full_marsco","pubTime":"2022-12-22 23:27","market":"us","language":"en","title":"Is a 2023 Stock-Market Rebound in Store After 2022 Selloff?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102116872","media":"MarketWatch","summary":"History shows back-to-back losing years for the stocks are rare — but the size of the market’s drop ","content":"<html><head></head><body><p>History shows back-to-back losing years for the stocks are rare — but the size of the market’s drop in 2022 with no sign the Federal Reserve is ready to ride to the rescue means investors should beware, analysts warned.</p><p>With just a handful of trading days left in what is shaping up to be the worst year for the U.S. stock market in over a decade, the S&P 500 index is on track to close out the year down more than 18.5%.</p><p>That is the large-cap index’s first double-digit percentage loss since 2008, when it slid 36.6% during the global financial crisis, according to Dow Jones Market Data.</p><p>However, it is extremely rare for the S&P 500 to post back-to-back down years. The S&P has fallen for two straight years less than 10% of the time from 1928 to 2021. In the year after a negative total annual return for the S&P, the index is up by 12.6% on average and is positive 17 out of 25 years, according to data compiled by DataTrek Research.</p><p>But the market’s performance after posting a double-digit percentage drop has been less straightforward.</p><p>“The S&P 500 has a much better win rate (79% vs 55%) and average performance (up 17.5% vs. 6.4%) in the 12 months following a down calendar year of less than 10% than one that does worse than that, and 2022 is shaping up to be in the latter camp,” said Jessica Rabe, co-founder of DataTrek Research, in a Tuesday note.</p><p>Rabe, however, noted that in the few instances when the S&P 500 has dropped consecutive calendar years, it’s been due to a major economic event, such as the Great Depression between 1929 and 1939, or a geopolitical shock, such as the World War II and the oil crisis in 1972, or both, in the case of the early 2000s when there was the bursting of the dot-com bubble, the Sept. 11, 2001, terror attacks and the subsequent U.S. invasion of Iraq.</p><p>She argued that there would likely need to be another major economic or geopolitical crisis for the S&P 500 to fall for a second consecutive year in 2023. However, help from the Federal Reserve in the form of lowering interest rates or a rise in federal government spending would be crucial for a bounce in the U.S. equities after a hard year.</p><p>“The Financial Crisis is a useful example to show that when times get truly difficult, fiscal and monetary policy stimulus can help the S&P rebound after a horrible year,” Rabe wrote.</p><p>The S&P 500 booked an annual loss of over 36% in 2008 after Lehman Brothers went bankrupt under the weight of $619 billion in debt due to investments in subprime mortgages. The index was up 25.9% in the following year after the Federal Open Market Committee decided to increase the size of the Fed’s balance sheet by purchasing additional government-sponsored agency mortgage-backed securities, in response to the severity of the economic contraction.</p><p>However, Wall Street strategists warned stock-market investors that they should not expect any form of “Fed put” next year.</p><p>Investors have talked of a figurative Fed put since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Victoria Fernandez, chief market strategist at Crossmark Global Investments, thinks the Fed is going to let the market work through the “shallow recession” in 2023 and not immediately jump in and cut rates.</p><p>“Historically we assumed and knew that we would have a ‘Fed put’, that immediately Fed steps in and handles it for us. But what Powell is trying to make markets understand is, hey, we are not going to be doing this,” Fernandez told MarketWatch on Tuesday.</p><p>“They’re just willy-nilly trying to drive us over the cliff,” she added.</p><p>“That’s why U.S. equities are so volatile just now, as no one knows when the Fed will pivot to being more accommodative. Chair Powell is solely focused on bringing down inflation to the Fed’s 2% target and he has the latitude to do so given the strength of the U.S. labor market,” said Rabe at DataTrek.</p><p>U.S. stocks rallied on Wednesday after snapping four-day losing streak in the previous session. The Dow Jones Industrial Average ended 1.6% higher, but was on pace to book an annual loss of 8.2%. The Nasdaq Composite climbed 1.5%, but has decreased by 31.5% year-to-date. The S&P 500 gained 56.82 points, or 1.5%, finishing at 3,878.44.</p><p>David Wagner, portfolio manager for Aptus Capital Advisors in Cincinnati, told MarketWatch that he expects the stock market to experience less pain and less price volatility next year, but that doesn’t mean investors will see positive market returns.</p><p>“We believe that a policy error has already been committed by the Fed. The real and long-lasting policy error would be if inflation were to become unanchored, thus the emphasis on the market focusing on price stability, specifically wage inflation, in the near-term,” Wagner said.</p><p>“History shows us that markets are a sprint lower and a marathon higher. With the potential for slowing global growth and a less accommodative Fed, this marathon may include more hills than plains, which could create constant volatility in the market,” he said.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is a 2023 Stock-Market Rebound in Store After 2022 Selloff? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs a 2023 Stock-Market Rebound in Store After 2022 Selloff? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 23:27 GMT+8 <a href=https://www.marketwatch.com/story/is-a-2023-stock-market-rebound-in-store-after-2022-selloff-what-history-says-about-back-to-back-losing-years-11671650574?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1671693265><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>History shows back-to-back losing years for the stocks are rare — but the size of the market’s drop in 2022 with no sign the Federal Reserve is ready to ride to the rescue means investors should ...</p>\n\n<a href=\"https://www.marketwatch.com/story/is-a-2023-stock-market-rebound-in-store-after-2022-selloff-what-history-says-about-back-to-back-losing-years-11671650574?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1671693265\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/is-a-2023-stock-market-rebound-in-store-after-2022-selloff-what-history-says-about-back-to-back-losing-years-11671650574?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1671693265","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102116872","content_text":"History shows back-to-back losing years for the stocks are rare — but the size of the market’s drop in 2022 with no sign the Federal Reserve is ready to ride to the rescue means investors should beware, analysts warned.With just a handful of trading days left in what is shaping up to be the worst year for the U.S. stock market in over a decade, the S&P 500 index is on track to close out the year down more than 18.5%.That is the large-cap index’s first double-digit percentage loss since 2008, when it slid 36.6% during the global financial crisis, according to Dow Jones Market Data.However, it is extremely rare for the S&P 500 to post back-to-back down years. The S&P has fallen for two straight years less than 10% of the time from 1928 to 2021. In the year after a negative total annual return for the S&P, the index is up by 12.6% on average and is positive 17 out of 25 years, according to data compiled by DataTrek Research.But the market’s performance after posting a double-digit percentage drop has been less straightforward.“The S&P 500 has a much better win rate (79% vs 55%) and average performance (up 17.5% vs. 6.4%) in the 12 months following a down calendar year of less than 10% than one that does worse than that, and 2022 is shaping up to be in the latter camp,” said Jessica Rabe, co-founder of DataTrek Research, in a Tuesday note.Rabe, however, noted that in the few instances when the S&P 500 has dropped consecutive calendar years, it’s been due to a major economic event, such as the Great Depression between 1929 and 1939, or a geopolitical shock, such as the World War II and the oil crisis in 1972, or both, in the case of the early 2000s when there was the bursting of the dot-com bubble, the Sept. 11, 2001, terror attacks and the subsequent U.S. invasion of Iraq.She argued that there would likely need to be another major economic or geopolitical crisis for the S&P 500 to fall for a second consecutive year in 2023. However, help from the Federal Reserve in the form of lowering interest rates or a rise in federal government spending would be crucial for a bounce in the U.S. equities after a hard year.“The Financial Crisis is a useful example to show that when times get truly difficult, fiscal and monetary policy stimulus can help the S&P rebound after a horrible year,” Rabe wrote.The S&P 500 booked an annual loss of over 36% in 2008 after Lehman Brothers went bankrupt under the weight of $619 billion in debt due to investments in subprime mortgages. The index was up 25.9% in the following year after the Federal Open Market Committee decided to increase the size of the Fed’s balance sheet by purchasing additional government-sponsored agency mortgage-backed securities, in response to the severity of the economic contraction.However, Wall Street strategists warned stock-market investors that they should not expect any form of “Fed put” next year.Investors have talked of a figurative Fed put since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Victoria Fernandez, chief market strategist at Crossmark Global Investments, thinks the Fed is going to let the market work through the “shallow recession” in 2023 and not immediately jump in and cut rates.“Historically we assumed and knew that we would have a ‘Fed put’, that immediately Fed steps in and handles it for us. But what Powell is trying to make markets understand is, hey, we are not going to be doing this,” Fernandez told MarketWatch on Tuesday.“They’re just willy-nilly trying to drive us over the cliff,” she added.“That’s why U.S. equities are so volatile just now, as no one knows when the Fed will pivot to being more accommodative. Chair Powell is solely focused on bringing down inflation to the Fed’s 2% target and he has the latitude to do so given the strength of the U.S. labor market,” said Rabe at DataTrek.U.S. stocks rallied on Wednesday after snapping four-day losing streak in the previous session. The Dow Jones Industrial Average ended 1.6% higher, but was on pace to book an annual loss of 8.2%. The Nasdaq Composite climbed 1.5%, but has decreased by 31.5% year-to-date. The S&P 500 gained 56.82 points, or 1.5%, finishing at 3,878.44.David Wagner, portfolio manager for Aptus Capital Advisors in Cincinnati, told MarketWatch that he expects the stock market to experience less pain and less price volatility next year, but that doesn’t mean investors will see positive market returns.“We believe that a policy error has already been committed by the Fed. The real and long-lasting policy error would be if inflation were to become unanchored, thus the emphasis on the market focusing on price stability, specifically wage inflation, in the near-term,” Wagner said.“History shows us that markets are a sprint lower and a marathon higher. With the potential for slowing global growth and a less accommodative Fed, this marathon may include more hills than plains, which could create constant volatility in the market,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958891633,"gmtCreate":1673674562223,"gmtModify":1676538873976,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958891633","repostId":"1173773008","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162675047,"gmtCreate":1624063462289,"gmtModify":1703827846612,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Like and comment tyvm","listText":"Like and comment tyvm","text":"Like and comment tyvm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/162675047","repostId":"1156696708","repostType":4,"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576144712207106","authorId":"3576144712207106","name":"ahdog","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576144712207106","authorIdStr":"3576144712207106"},"content":"like and reply please, thanks","text":"like and reply please, thanks","html":"like and reply please, thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920757030,"gmtCreate":1670552261120,"gmtModify":1676538392271,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9920757030","repostId":"2290422271","repostType":4,"repost":{"id":"2290422271","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670536748,"share":"https://ttm.financial/m/news/2290422271?lang=&edition=full_marsco","pubTime":"2022-12-09 05:59","market":"us","language":"en","title":"US STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2290422271","media":"Reuters","summary":"(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investor","content":"<html><head></head><body><p>(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.</p><p>Wall Street's main indexes had come under pressure in recent days, with the S&P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.</p><p>Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday's advance on the tech-heavy index.</p><p>Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.</p><p>The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.</p><p>Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.</p><p>Such behavior means Friday's producer price index and the University of Michigan's consumer sentiment survey will likely dictate whether Wall Street can build on Thursday's rally.</p><p>"The market has to adjust to the fact that we're moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that's what we're grappling with right now," said Wiley Angell, chief market strategist at Ziegler Capital Management.</p><p>The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.</p><p>Nine of the 11 major S&P 500 sectors rose, led by a 1.6% gain in technology stocks.</p><p>Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.</p><p>Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant's $69 billion bid to buy Activision Blizzard Inc. The "Call of Duty" games maker closed 1.5% lower.</p><p>The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.</p><p>Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.</p><p>The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares gained 5.6%.</p><p>Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.</p><p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.</p><p>The S&P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500, Nasdaq Snap Losing Streaks After Jobless Claims Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-09 05:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.</p><p>Wall Street's main indexes had come under pressure in recent days, with the S&P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.</p><p>Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday's advance on the tech-heavy index.</p><p>Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.</p><p>The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.</p><p>Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.</p><p>Such behavior means Friday's producer price index and the University of Michigan's consumer sentiment survey will likely dictate whether Wall Street can build on Thursday's rally.</p><p>"The market has to adjust to the fact that we're moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that's what we're grappling with right now," said Wiley Angell, chief market strategist at Ziegler Capital Management.</p><p>The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.</p><p>Nine of the 11 major S&P 500 sectors rose, led by a 1.6% gain in technology stocks.</p><p>Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.</p><p>Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant's $69 billion bid to buy Activision Blizzard Inc. The "Call of Duty" games maker closed 1.5% lower.</p><p>The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.</p><p>Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.</p><p>The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares gained 5.6%.</p><p>Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.</p><p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.</p><p>The S&P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290422271","content_text":"(Reuters) - The S&P 500 ended higher on Thursday, snapping a five-session losing streak, as investors interpreted data showing a rise in weekly jobless claims as a sign the pace of interest rate hikes could soon slow.Wall Street's main indexes had come under pressure in recent days, with the S&P 500 shedding 3.6% since the beginning of December on expectations of a longer rate-hike cycle and downbeat economic views from some top company executives.Such thinking had also weighed on the Nasdaq Composite, which had posted four straight losing sessions prior to Thursday's advance on the tech-heavy index.Stocks rose as investors cheered data showing the number of Americans filing claims for jobless benefits increased moderately last week, while unemployment rolls hit a 10-month high toward the end of November.The report follows data last Friday that showed U.S. employers hired more workers than expected in November and increased wages, spurring fears that the Fed might stick to its aggressive stance to tame decades-high inflation.Markets have been swayed by data releases in recent days, with investors lacking certainty ahead of Federal Reserve guidance next week on interest rates.Such behavior means Friday's producer price index and the University of Michigan's consumer sentiment survey will likely dictate whether Wall Street can build on Thursday's rally.\"The market has to adjust to the fact that we're moving from a stimulus-based economy - both fiscal and monetary - into a fundamentals-based economy, and that's what we're grappling with right now,\" said Wiley Angell, chief market strategist at Ziegler Capital Management.The Dow Jones Industrial Average rose 183.56 points, or 0.55%, to close at 33,781.48; the S&P 500 gained 29.59 points, or 0.75%, to finish at 3,963.51; and the Nasdaq Composite added 123.45 points, or 1.13%, at 11,082.00.Nine of the 11 major S&P 500 sectors rose, led by a 1.6% gain in technology stocks.Most mega-cap technology and growth stocks gained. Apple Inc, Nvidia Corp and Amazon.com Inc rose between 1.2% and 6.5%.Microsoft Corp ended 1.2% higher, despite giving up some intraday gains after the Federal Trade Commission filed a complaint aimed at blocking the tech giant's $69 billion bid to buy Activision Blizzard Inc. The \"Call of Duty\" games maker closed 1.5% lower.The energy index was an exception, slipping 0.5%, despite Exxon Mobil Corp gaining 0.7% after announcing it would expand its $30-billion share repurchase program. The sector had been under pressure in recent sessions as commodity prices slipped: U.S. crude is now hovering near its level at the start of 2022.Meanwhile, Moderna Inc advanced 3.2% after the U.S. Food and Drug Administration authorized COVID-19 shots from the vaccine maker that target both the original coronavirus and Omicron sub-variants for use in children as young as six months old.The regulator also approved similar guidance for fellow COVID vaccine maker Pfizer Inc, which rose 3.1%, and its partner BioNTech, whose U.S.-listed shares gained 5.6%.Rent the Runway Inc posted its biggest ever one-day gain, jumping 74.3%, after the clothing rental firm raised its 2022 revenue forecast.Volume on U.S. exchanges was 10.07 billion shares, compared with the 10.90 billion average for the full session over the last 20 trading days.The S&P 500 posted 15 new 52-week highs and three new lows; the Nasdaq Composite recorded 82 new highs and 232 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":417984559780232,"gmtCreate":1743046350593,"gmtModify":1743046355676,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SIA(C6L.SI)$ </a> yummy","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SIA(C6L.SI)$ </a> yummy","text":"$SIA(C6L.SI)$ yummy","images":[{"img":"https://community-static.tradeup.com/news/c53a9eb26affd0c09d200e314a52b0af","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/417984559780232","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957985002,"gmtCreate":1676901154106,"gmtModify":1676901158669,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957985002","repostId":"2312226304","repostType":4,"repost":{"id":"2312226304","kind":"highlight","pubTimestamp":1676880253,"share":"https://ttm.financial/m/news/2312226304?lang=&edition=full_marsco","pubTime":"2023-02-20 16:04","market":"us","language":"en","title":"Fed’s Preferred Inflation Gauges Seen Running Hot","url":"https://stock-news.laohu8.com/highlight/detail?id=2312226304","media":"Bloomberg","summary":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealan","content":"<html><head></head><body><ul><li>Another gauge of US prices will likely focus investors again</li><li>Central-bank decisions due in New Zealand and South Korea</li></ul><p>The Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.</p><p>The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.</p><p><img src=\"https://static.tigerbbs.com/09dfd31c5b7e3c57b241022ccc73a243\" tg-width=\"973\" tg-height=\"553\" referrerpolicy=\"no-referrer\"/></p><p>Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.</p><p>This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.</p><p>In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.</p><blockquote><b>What Bloomberg Economics Says:</b></blockquote><blockquote>“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”</blockquote><blockquote>—Anna Wong, Eliza Winger and Stuart Paul. For full analysis</blockquote><p>Investors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.</p><p>Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.</p><p>Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.</p><p>January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.</p><p>Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.</p><p>Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.</p><p><img src=\"https://static.tigerbbs.com/9d4f54e18ea45f323904b5b58fcb1abe\" tg-width=\"970\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/></p><h2>Asia</h2><p>In a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.</p><p><img src=\"https://static.tigerbbs.com/426a4d49595f8ac904138c2aaec3fd46\" tg-width=\"991\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/></p><p>That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.</p><p>The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.</p><p>Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.</p><p>Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.</p><p>And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.</p><h2>Europe, Middle East, Africa</h2><p>Euro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.</p><p>The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.</p><p>In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.</p><p><img src=\"https://static.tigerbbs.com/0a3e77a7e6e7f953c61b74d324f0e9ab\" tg-width=\"970\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.</p><p>Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.</p><p><img src=\"https://static.tigerbbs.com/6f64ad16e96db82fb803c88610951dc7\" tg-width=\"961\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.</p><p>South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.</p><p>Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.</p><p>Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.</p><h2>Latin America</h2><p>In Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.</p><p>The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.</p><p><img src=\"https://static.tigerbbs.com/3957d2cd38542301d6ca0ffd3933026a\" tg-width=\"971\" tg-height=\"571\" referrerpolicy=\"no-referrer\"/></p><p>December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.</p><p>Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/3f2d42304664e37aaaa28dfa22da31d1\" tg-width=\"967\" tg-height=\"497\" referrerpolicy=\"no-referrer\"/></p><p>Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Preferred Inflation Gauges Seen Running Hot</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Preferred Inflation Gauges Seen Running Hot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 16:04 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-02-18/federal-reserve-interest-rates-latest-inflation-seen-running-hot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312226304","content_text":"Another gauge of US prices will likely focus investors againCentral-bank decisions due in New Zealand and South KoreaThe Federal Reserve’s preferred inflation gauges this week, along with a groundswell of consumer spending, are seen fomenting debate among central bankers on the need to adjust the pace of interest-rate increases.The US personal consumption expenditures price index is forecast to rise 0.5% in January from a month earlier, the largest advance since mid-2022. The median estimate in a Bloomberg survey of economists expects a 0.4% advance in the core measure, which excludes food and fuel and better reflects underlying inflation.Those monthly advances are seen slowing the deceleration in annual inflation that remains well north of the Fed’s goal. In addition, Friday’s data will underscore a fully engaged American consumer, with economists anticipating the sharpest advance in nominal spending on goods and services since October 2021.This week’s report is also projected to show the largest increase in personal income in 1 1/2 years, fueled both by a resilient job market and a large upward cost-of-living adjustment for Social Security recipients.In sum, the income and spending data are expected to illustrate the challenge confronting a Fed in the midst of its most aggressive policy tightening campaign in a generation. The report follows figures this past week revealing a spike in retail sales and hotter-than-anticipated consumer and producer price data.What Bloomberg Economics Says:“It’s stunning that the decline in year-over-year inflation has stalled completely, given the favorable base effects and supply environment. That means it won’t take much for new inflation peaks to arise.”—Anna Wong, Eliza Winger and Stuart Paul. For full analysisInvestors have been upping their bets on how far the Fed will raise rates this tightening cycle. They now see the federal funds rate climbing to 5.3% in July, according to interest-rate futures. That compares with a perceived peak rate of 4.9% just two weeks ago.Minutes from the Fed’s latest policy meeting, at which the central bank raised its benchmark rate by 25 basis points, will also be released on Wednesday. The readout may help shed light on the appetite for a bigger increase when policymakers convene again in March after recent comments from some officials suggested as much.Cleveland Fed President Loretta Mester said this week that she had seen a “compelling economic case” for rolling out another 50 basis-point hike earlier this month, while the St. Louis Fed’s James Bullard said he wouldn’t rule out supporting such an increase in March.January new- and existing-home sales, along with the second estimate of fourth-quarter gross domestic product, are among other US data releases this week.Elsewhere, in North America, Canada’s January inflation data will inform trader bets on the future path of rates after the Bank of Canada declared a conditional pause to hikes, only to see the labor market tighten further.Meanwhile testimony by Japan’s next central-bank chief, a Group of 20 meeting of finance ministers, and rate increases in New Zealand and Israel, are among other highlights of the week ahead.AsiaIn a big week for central banking in Asia-Pacific, investors will get their first detailed look into Kazuo Ueda’s policy views on Friday during the first parliamentary hearings for the nominee to become Bank of Japan governor.That’ll follow another expected rate hike from the Reserve Bank of New Zealand as it continues to battle inflation in excess of 7%.The Bank of Korea is predicted to pause amid signs of strain in its economy, though another hike can’t be ruled out given inflation remains above 5%.Minutes from the most recent Reserve Bank of Australia meeting are likely to give more insight into the board’s thinking on further rate hikes as Governor Philip Lowe battles to fight off criticism over his leadership.Ahead of the weekend, Japanese inflation figures are expected to show there’s still plenty of heat in prices for the new BOJ governor to consider.And in India, Group of 20 finance chiefs will meet later in the week to discuss the world economy in their first such gathering of the year.Europe, Middle East, AfricaEuro-region data highlights include the flash survey readings from purchasing managers for February, providing insights into how well the economy is holding up after unexpectedly growing in the fourth quarter. That’s scheduled for Tuesday.The final reading of euro-zone inflation, due on Thursday, will take on greater significance than usual after delayed German data was omitted from the first estimate. Economists anticipate a small upward revision.In Germany itself, the Ifo index of business sentiment on Wednesday will signal how Europe’s biggest economy is weathering the energy crisis. Economists forecast improvements on all key measures.In the UK, where inflation slowed more than expected last month, investors will watch for analysis of what that means for policy from Bank of England officials. Catherine Mann and Silvana Tenreyro are both scheduled to make appearances.Over in the Nordic region, on Monday the Riksbank will release minutes of its inaugural meeting of 2023. That decision, which featured a half-point rate increase, a pledge to sell bonds, and a pivot toward seeking a stronger krona, was the first for new Swedish Governor Erik Thedeen.Looking south, Israel’s central bank will likely deliver the smallest rate hike of its monetary tightening cycle by lifting its benchmark a quarter percentage point to 4% on Monday. But a surprise pickup in inflation, alongside political turbulence, raise the risk that policymakers could opt for a more aggressive move.South African Finance Minister Enoch Godongwana will present his annual budget on Wednesday. He’s expected to announce how much of state power utility Eskom Holdings SOC Ltd.’s 400 billion-rand ($22 billion) debt will be taken over by the government.Nigerian data on Wednesday may show growth slowed to 1.9% in the fourth quarter from 2.3% in the prior three-month period, according to economist estimates. That’s as cash shortages, rising debt-servicing costs, deteriorating fiscal balances, a plunging naira and election jitters curtail spending and investment.Turkey’s central bank is set to cut rates to less than 9%, as pledged by President Recep Tayyip Erdogan earlier this month. The country’s devastating earthquakes will also spur officials to carry out more easing on Thursday, economists say.Latin AmericaIn Mexico, the mid-month consumer price report should underscore the obvious: inflation is elevated, well over target and sticky as the headline rate hovers near 7.8% while core readings continue to run above 8%.The minutes of Banxico’s Feb. 9 meeting may offer some guidance on what policymakers see as a possible terminal rate from the current 11% and how long they might decide to keep it there.December GDP-proxy data from Argentina and Mexico will probably show that both economies are cooling rapidly. Peru’s fourth-quarter output report is also predicted to reveal a drop in momentum, capturing the December onset of political turmoil and nationwide unrest set off by President Pedro Castillo’s ouster.Brazil’s central bank posts its market expectations survey at mid-week with the end of the Carnival holiday. Both President Luiz Inacio Lula da Silva and central bank chief Roberto Campos Neto gave high-profile interviews that may help damp tensions over monetary policy that are at least partly to blame for rising inflation expectations.Mid-month consumer price data posted Friday may show inflation is hung up near the 5.79% currently forecast for year-end 2023 and precisely where it finished 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078660270,"gmtCreate":1657678452690,"gmtModify":1676536044986,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9078660270","repostId":"2251976297","repostType":4,"repost":{"id":"2251976297","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1657677894,"share":"https://ttm.financial/m/news/2251976297?lang=&edition=full_marsco","pubTime":"2022-07-13 10:04","market":"us","language":"en","title":"Netflix Seeks to Renegotiate Deals to Show Ads Next to Popular Shows","url":"https://stock-news.laohu8.com/highlight/detail?id=2251976297","media":"Dow Jones","summary":"Netflix Inc. is seeking to amend its programming deals with major entertainment studios to allow the","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> is seeking to amend its programming deals with major entertainment studios to allow the streaming giant to put content on an advertising-supported version of the service, people familiar with the matter said.</p><p>Among the studios Netflix has begun talks with are Warner Bros., which makes the hit stalker drama "You"; Universal, producer of the dark comedy "Russian Doll"; and Sony Pictures Television, producer of "The Crown" and "Cobra Kai," the people said.</p><p>In addition to shows created specifically for Netflix, the company also will need to renegotiate agreements for the old television shows it carries, such as "Breaking Bad" from Sony and "NCIS" from <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>.</p><p>Obtaining such permissions is crucial for Netflix if it wants an ad-supported tier to offer a catalog of programming as robust as the lineup in its commercial-free plans. While Netflix makes a large amount of its own content, it also licenses many of its original shows and acquires content from other companies.</p><p>Studios likely will seek a premium of 15% to 30% over existing contracts to grant Netflix the right to put their content on an ad-supported platform, some entertainment executives said.</p><p>"Any distributor being approached by Netflix is going to take steps to ensure they get proper value," said Jeffrey Schlesinger, a former president of Warner Bros. Worldwide Television Distribution who now heads the media advisory firm Former Bros. Media LLC.</p><p>A Netflix spokeswoman said, "We are still in the early days of deciding how to launch a lower-priced, ad-supported option, and no decisions have been made."</p><p>Amending deals isn't unheard of in the industry. When Netflix wanted to offer customers the ability to download content, it had to renegotiate its licensing agreements with outside suppliers. The price tag for download rights was an additional 10% to 15% of the agreement, one studio executive said.</p><p>Netflix has told content suppliers it wants to debut an ad-supported version of its service by the fourth quarter of this year. The move comes as the world's biggest streaming service seeks a new revenue stream and source of subscriber growth. In April, the company posted its first subscriber loss in more than a decade.</p><p>Netflix has discussed joining with Alphabet Inc.'s Google and Comcast Corp's NBCUniversal to provide technology or sales help for the effort.</p><p>In discussions with content providers, Netflix has declined to provide details on its advertising plans, including where it will place commercials, what content will be on the platform or what it will charge consumers for the service, studio executives said. Netflix has enlisted its content-acquisition team to lead discussions for the streamer.</p><p>Typically, Netflix shares very little data about how many people watch the service. Studio executives have long complained about the lack of transparency, arguing that it puts them at a disadvantage in negotiating fair value for content.</p><p>One potential issue in the negotiations is whether Netflix will need to obtain permission for every show or if it will claim it has rights to show ads in certain programming under existing deals.</p><p>One executive whose studio makes several original shows for Netflix said its contracts with the streamer are ambiguous and don't spell out whether ads can be part of the content. Talent involved in some shows and movies believed the content was meant for a commercial-free video platform, studio executives said.</p><p>Entertainment-industry attorney John Berlinski said if Netflix doesn't have an explicit agreement allowing it to place ads in and around content, it could face risks in doing so. "I definitely think there is a significant legal issue there," Mr. Berlinski said. A principal at the firm Bird, Marella and a former NBCUniversal litigation executive, Mr. Berlinski represented Scarlett Johansson in her contract fight with Walt Disney Co.</p><p>The contracts for older movies and reruns are much more specific with regards to Netflix's ability to put that content on an ad-supported platform, studio executives say. Shows that Netflix has rights for on its commercial-free platform, such as "Seinfeld," have deals on other ad-supported platforms. That could make moving them to a new Netflix service with commercials a challenge.</p><p>Since top talent and producers often get a share of profits from successful shows, they will be keenly interested in whether studios collect bigger paychecks from Netflix after amending their deals.</p><p>"Every major profit participant is going to be very interested in how additional consideration paid to the studios for these rights gets allocated to specific titles," Mr. Berlinski said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Seeks to Renegotiate Deals to Show Ads Next to Popular Shows</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Seeks to Renegotiate Deals to Show Ads Next to Popular Shows\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-13 10:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> is seeking to amend its programming deals with major entertainment studios to allow the streaming giant to put content on an advertising-supported version of the service, people familiar with the matter said.</p><p>Among the studios Netflix has begun talks with are Warner Bros., which makes the hit stalker drama "You"; Universal, producer of the dark comedy "Russian Doll"; and Sony Pictures Television, producer of "The Crown" and "Cobra Kai," the people said.</p><p>In addition to shows created specifically for Netflix, the company also will need to renegotiate agreements for the old television shows it carries, such as "Breaking Bad" from Sony and "NCIS" from <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>.</p><p>Obtaining such permissions is crucial for Netflix if it wants an ad-supported tier to offer a catalog of programming as robust as the lineup in its commercial-free plans. While Netflix makes a large amount of its own content, it also licenses many of its original shows and acquires content from other companies.</p><p>Studios likely will seek a premium of 15% to 30% over existing contracts to grant Netflix the right to put their content on an ad-supported platform, some entertainment executives said.</p><p>"Any distributor being approached by Netflix is going to take steps to ensure they get proper value," said Jeffrey Schlesinger, a former president of Warner Bros. Worldwide Television Distribution who now heads the media advisory firm Former Bros. Media LLC.</p><p>A Netflix spokeswoman said, "We are still in the early days of deciding how to launch a lower-priced, ad-supported option, and no decisions have been made."</p><p>Amending deals isn't unheard of in the industry. When Netflix wanted to offer customers the ability to download content, it had to renegotiate its licensing agreements with outside suppliers. The price tag for download rights was an additional 10% to 15% of the agreement, one studio executive said.</p><p>Netflix has told content suppliers it wants to debut an ad-supported version of its service by the fourth quarter of this year. The move comes as the world's biggest streaming service seeks a new revenue stream and source of subscriber growth. In April, the company posted its first subscriber loss in more than a decade.</p><p>Netflix has discussed joining with Alphabet Inc.'s Google and Comcast Corp's NBCUniversal to provide technology or sales help for the effort.</p><p>In discussions with content providers, Netflix has declined to provide details on its advertising plans, including where it will place commercials, what content will be on the platform or what it will charge consumers for the service, studio executives said. Netflix has enlisted its content-acquisition team to lead discussions for the streamer.</p><p>Typically, Netflix shares very little data about how many people watch the service. Studio executives have long complained about the lack of transparency, arguing that it puts them at a disadvantage in negotiating fair value for content.</p><p>One potential issue in the negotiations is whether Netflix will need to obtain permission for every show or if it will claim it has rights to show ads in certain programming under existing deals.</p><p>One executive whose studio makes several original shows for Netflix said its contracts with the streamer are ambiguous and don't spell out whether ads can be part of the content. Talent involved in some shows and movies believed the content was meant for a commercial-free video platform, studio executives said.</p><p>Entertainment-industry attorney John Berlinski said if Netflix doesn't have an explicit agreement allowing it to place ads in and around content, it could face risks in doing so. "I definitely think there is a significant legal issue there," Mr. Berlinski said. A principal at the firm Bird, Marella and a former NBCUniversal litigation executive, Mr. Berlinski represented Scarlett Johansson in her contract fight with Walt Disney Co.</p><p>The contracts for older movies and reruns are much more specific with regards to Netflix's ability to put that content on an ad-supported platform, studio executives say. Shows that Netflix has rights for on its commercial-free platform, such as "Seinfeld," have deals on other ad-supported platforms. That could make moving them to a new Netflix service with commercials a challenge.</p><p>Since top talent and producers often get a share of profits from successful shows, they will be keenly interested in whether studios collect bigger paychecks from Netflix after amending their deals.</p><p>"Every major profit participant is going to be very interested in how additional consideration paid to the studios for these rights gets allocated to specific titles," Mr. Berlinski said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251976297","content_text":"Netflix Inc. is seeking to amend its programming deals with major entertainment studios to allow the streaming giant to put content on an advertising-supported version of the service, people familiar with the matter said.Among the studios Netflix has begun talks with are Warner Bros., which makes the hit stalker drama \"You\"; Universal, producer of the dark comedy \"Russian Doll\"; and Sony Pictures Television, producer of \"The Crown\" and \"Cobra Kai,\" the people said.In addition to shows created specifically for Netflix, the company also will need to renegotiate agreements for the old television shows it carries, such as \"Breaking Bad\" from Sony and \"NCIS\" from Paramount Global.Obtaining such permissions is crucial for Netflix if it wants an ad-supported tier to offer a catalog of programming as robust as the lineup in its commercial-free plans. While Netflix makes a large amount of its own content, it also licenses many of its original shows and acquires content from other companies.Studios likely will seek a premium of 15% to 30% over existing contracts to grant Netflix the right to put their content on an ad-supported platform, some entertainment executives said.\"Any distributor being approached by Netflix is going to take steps to ensure they get proper value,\" said Jeffrey Schlesinger, a former president of Warner Bros. Worldwide Television Distribution who now heads the media advisory firm Former Bros. Media LLC.A Netflix spokeswoman said, \"We are still in the early days of deciding how to launch a lower-priced, ad-supported option, and no decisions have been made.\"Amending deals isn't unheard of in the industry. When Netflix wanted to offer customers the ability to download content, it had to renegotiate its licensing agreements with outside suppliers. The price tag for download rights was an additional 10% to 15% of the agreement, one studio executive said.Netflix has told content suppliers it wants to debut an ad-supported version of its service by the fourth quarter of this year. The move comes as the world's biggest streaming service seeks a new revenue stream and source of subscriber growth. In April, the company posted its first subscriber loss in more than a decade.Netflix has discussed joining with Alphabet Inc.'s Google and Comcast Corp's NBCUniversal to provide technology or sales help for the effort.In discussions with content providers, Netflix has declined to provide details on its advertising plans, including where it will place commercials, what content will be on the platform or what it will charge consumers for the service, studio executives said. Netflix has enlisted its content-acquisition team to lead discussions for the streamer.Typically, Netflix shares very little data about how many people watch the service. Studio executives have long complained about the lack of transparency, arguing that it puts them at a disadvantage in negotiating fair value for content.One potential issue in the negotiations is whether Netflix will need to obtain permission for every show or if it will claim it has rights to show ads in certain programming under existing deals.One executive whose studio makes several original shows for Netflix said its contracts with the streamer are ambiguous and don't spell out whether ads can be part of the content. Talent involved in some shows and movies believed the content was meant for a commercial-free video platform, studio executives said.Entertainment-industry attorney John Berlinski said if Netflix doesn't have an explicit agreement allowing it to place ads in and around content, it could face risks in doing so. \"I definitely think there is a significant legal issue there,\" Mr. Berlinski said. A principal at the firm Bird, Marella and a former NBCUniversal litigation executive, Mr. Berlinski represented Scarlett Johansson in her contract fight with Walt Disney Co.The contracts for older movies and reruns are much more specific with regards to Netflix's ability to put that content on an ad-supported platform, studio executives say. Shows that Netflix has rights for on its commercial-free platform, such as \"Seinfeld,\" have deals on other ad-supported platforms. That could make moving them to a new Netflix service with commercials a challenge.Since top talent and producers often get a share of profits from successful shows, they will be keenly interested in whether studios collect bigger paychecks from Netflix after amending their deals.\"Every major profit participant is going to be very interested in how additional consideration paid to the studios for these rights gets allocated to specific titles,\" Mr. Berlinski said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007881880,"gmtCreate":1642824289579,"gmtModify":1676533750781,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9007881880","repostId":"2205042784","repostType":4,"repost":{"id":"2205042784","kind":"highlight","pubTimestamp":1642807833,"share":"https://ttm.financial/m/news/2205042784?lang=&edition=full_marsco","pubTime":"2022-01-22 07:30","market":"us","language":"en","title":"3 Top Mid-Cap Stocks That Are Wildly Undervalued Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2205042784","media":"Motley Fool","summary":"These small-ish companies look like deals given their expected growth rates.","content":"<html><head></head><body><p>While the market overall had a pretty good year in 2021 (the <b>S&P 500</b>, slanted toward large-cap stocks, was up 27%), the performance of small- and mid-cap stocks was mixed. Some tech stocks suffered sharp pullbacks after skyrocketing earlier on in the pandemic, even though the businesses themselves continue to grow at a healthy pace.</p><p>After a wild year, <b>Magnite </b>(NASDAQ:MGNI), <b>Redfin </b>(NASDAQ:RDFN), and <b>Crocs </b>(NASDAQ:CROX) look way undervalued right now based on their future potential. Here's why these three mid-cap stocks are worth a closer look.</p><p><img src=\"https://static.tigerbbs.com/13b42bccb0c636f436c818b5b3d7813f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Magnite: Steadily expanding with streaming TV</h2><p>Magnite stock hasn't been able to catch a break since quickly doubling in value in the first couple months of 2021. Share prices are down 77% from their all-time high posted nearly a year ago, valuing the software company at a mere $2.4 billion (as measured by enterprise value).</p><p>In hindsight, Magnite was way overpriced 12 months ago. Over-optimism had set in, driven by the company's fast-growing platform, which helps video publishers sell advertising slots. Connected TV (CTV) is taking over the at-home entertainment space as a myriad of new streaming services pick up subscribers and traditional video moves to an internet-delivered format. Magnite is the largest independent CTV software company. Hundreds of publishers rely on it to automate the selling of ads and maximize value for their content.</p><p>But a company that expects to grow sales at an average of 25% per year in each of the next five years didn't deserve to trade at a trailing 12-month sales multiple of over 20 (which is where Magnite was early in 2021). Now shares trade for a mere 4.5 times trailing 12-month sales, which seems incredibly cheap considering this is a highly profitable <i>and </i>growing business. Adjusted EBITDA profit margin was 35% in Q3 2021, and management expects it to be at over 40% in the coming years.</p><p>Of course, the digital ad software space is highly competitive, and Magnite has a lot of debt due to a couple of acquisitions ($719 million as of the end of September 2021). But Magnite generates plenty of cash to service its debt, and is poised to continue expanding with the CTV industry in the coming years. Even management thinks its stock is a pretty good deal right now. It announced a $50 million share repurchase program in December. I like this CTV ad stock at these levels too.</p><h2>2. Redfin: A full-service tech-powered brokerage firm</h2><p>The real estate brokerage business is a cyclical <a href=\"https://laohu8.com/S/AONE.U\">one</a>, and Redfin's stock has been suffering on fears of a too-hot residential housing market. Supply of homes available for sale has been thin during the pandemic as Americans relocate en masse, and now with interest rates set to rise this year, there's another reason to worry. Redfin stock is down nearly 60% in the last year, giving it an enterprise value of $4.2 billion.</p><p>Redfin won't be an appropriate stock for every investor. The company is spending heavily to maximize sales growth right now, and generated negative free cash flow of $429 million over the last 12-month stretch. But at just 2.2 times trailing 12-month sales, a substantial amount of negativity has been priced in at this point.</p><p>After all, Redfin is still steadily winning market share (1.16% of U.S. existing home value in Q3 2021, compared to 1.04% the year prior). It's still expanding its services into new cities, acquired an online rental listing site last spring, and recently announced it's purchasing Bay Equity Home Loans to expand on its mortgage services. Redfin has a full-service technology stack to help home buyers and sellers, and it has lots of potential avenues for growth ahead -- regardless of where the real estate market goes next.</p><p>Management had said to expect year-over-year revenue growth of as much as 148% in Q4 2021, a torrid pace that is unlikely to continue in the new year. Nevertheless, with shares depressed in value and Redfin still making progress in the residential real estate market, now looks like a pretty good time to nibble on this tech stock.</p><h2>3. Crocs: Comfort and utility for the win</h2><p>Crocs sales have been soaring during the pandemic, bucking the trend of overall declines elsewhere in the apparel and clothing department. In 2021 alone, the company stated it's expecting record full-year sales topping $2.3 billion, growth of 67% over 2020. In spite of this, share prices have dropped a third in value in recent months. Crocs has an enterprise value of $7.2 billion.</p><p>Comfort and utility are in vogue as the pandemic reshapes consumer behavior. As a result of this and a push into new markets in Asia, Crocs thinks it will remain a fast-growing shoe company for years. Management's goal is to reach $5 billion in annual sales by 2026. 2022 is off to a good start working toward that milestone. Excluding the recent acquisition of small casual shoe brand Hey Dude, Crocs expects sales growth to exceed 20%, all while maintaining an adjusted operating profit margin of about 28%. That makes this quirky shoe business one of the most profitable in the industry.</p><p>When Crocs announced it was acquiring Hey Dude last month for $2.5 billion, I was initially skeptical. However, it was revealed the small casual brand should bring in as much as $750 million in sales in 2022, with an adjusted operating margin of 26%. Plugged into Crocs' existing distribution channels, this could be a new growth lever for Crocs in the years ahead.</p><p>Considering Crocs' 2022 outlook, shares currently trade for just 7 times adjusted operating income (assuming Crocs generates that 28% margin, and Hey Dude 26%). Of course, Crocs will need to prove it's the real deal and deliver the goods. But if it does, this looks like one overlooked cheap shoe stock right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Mid-Cap Stocks That Are Wildly Undervalued Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Mid-Cap Stocks That Are Wildly Undervalued Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:30 GMT+8 <a href=https://www.fool.com/investing/2022/01/21/mid-cap-stocks-wildly-undervalued-magnite-redfin/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the market overall had a pretty good year in 2021 (the S&P 500, slanted toward large-cap stocks, was up 27%), the performance of small- and mid-cap stocks was mixed. Some tech stocks suffered ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/mid-cap-stocks-wildly-undervalued-magnite-redfin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4009":"广告","CROX":"卡骆驰","MGNI":"Magnite, Inc.","BK4548":"巴美列捷福持仓","RDFN":"Redfin Corp","BK4079":"房地产服务","CTV":"Innovid","BK4146":"鞋类"},"source_url":"https://www.fool.com/investing/2022/01/21/mid-cap-stocks-wildly-undervalued-magnite-redfin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205042784","content_text":"While the market overall had a pretty good year in 2021 (the S&P 500, slanted toward large-cap stocks, was up 27%), the performance of small- and mid-cap stocks was mixed. Some tech stocks suffered sharp pullbacks after skyrocketing earlier on in the pandemic, even though the businesses themselves continue to grow at a healthy pace.After a wild year, Magnite (NASDAQ:MGNI), Redfin (NASDAQ:RDFN), and Crocs (NASDAQ:CROX) look way undervalued right now based on their future potential. Here's why these three mid-cap stocks are worth a closer look.Image source: Getty Images.1. Magnite: Steadily expanding with streaming TVMagnite stock hasn't been able to catch a break since quickly doubling in value in the first couple months of 2021. Share prices are down 77% from their all-time high posted nearly a year ago, valuing the software company at a mere $2.4 billion (as measured by enterprise value).In hindsight, Magnite was way overpriced 12 months ago. Over-optimism had set in, driven by the company's fast-growing platform, which helps video publishers sell advertising slots. Connected TV (CTV) is taking over the at-home entertainment space as a myriad of new streaming services pick up subscribers and traditional video moves to an internet-delivered format. Magnite is the largest independent CTV software company. Hundreds of publishers rely on it to automate the selling of ads and maximize value for their content.But a company that expects to grow sales at an average of 25% per year in each of the next five years didn't deserve to trade at a trailing 12-month sales multiple of over 20 (which is where Magnite was early in 2021). Now shares trade for a mere 4.5 times trailing 12-month sales, which seems incredibly cheap considering this is a highly profitable and growing business. Adjusted EBITDA profit margin was 35% in Q3 2021, and management expects it to be at over 40% in the coming years.Of course, the digital ad software space is highly competitive, and Magnite has a lot of debt due to a couple of acquisitions ($719 million as of the end of September 2021). But Magnite generates plenty of cash to service its debt, and is poised to continue expanding with the CTV industry in the coming years. Even management thinks its stock is a pretty good deal right now. It announced a $50 million share repurchase program in December. I like this CTV ad stock at these levels too.2. Redfin: A full-service tech-powered brokerage firmThe real estate brokerage business is a cyclical one, and Redfin's stock has been suffering on fears of a too-hot residential housing market. Supply of homes available for sale has been thin during the pandemic as Americans relocate en masse, and now with interest rates set to rise this year, there's another reason to worry. Redfin stock is down nearly 60% in the last year, giving it an enterprise value of $4.2 billion.Redfin won't be an appropriate stock for every investor. The company is spending heavily to maximize sales growth right now, and generated negative free cash flow of $429 million over the last 12-month stretch. But at just 2.2 times trailing 12-month sales, a substantial amount of negativity has been priced in at this point.After all, Redfin is still steadily winning market share (1.16% of U.S. existing home value in Q3 2021, compared to 1.04% the year prior). It's still expanding its services into new cities, acquired an online rental listing site last spring, and recently announced it's purchasing Bay Equity Home Loans to expand on its mortgage services. Redfin has a full-service technology stack to help home buyers and sellers, and it has lots of potential avenues for growth ahead -- regardless of where the real estate market goes next.Management had said to expect year-over-year revenue growth of as much as 148% in Q4 2021, a torrid pace that is unlikely to continue in the new year. Nevertheless, with shares depressed in value and Redfin still making progress in the residential real estate market, now looks like a pretty good time to nibble on this tech stock.3. Crocs: Comfort and utility for the winCrocs sales have been soaring during the pandemic, bucking the trend of overall declines elsewhere in the apparel and clothing department. In 2021 alone, the company stated it's expecting record full-year sales topping $2.3 billion, growth of 67% over 2020. In spite of this, share prices have dropped a third in value in recent months. Crocs has an enterprise value of $7.2 billion.Comfort and utility are in vogue as the pandemic reshapes consumer behavior. As a result of this and a push into new markets in Asia, Crocs thinks it will remain a fast-growing shoe company for years. Management's goal is to reach $5 billion in annual sales by 2026. 2022 is off to a good start working toward that milestone. Excluding the recent acquisition of small casual shoe brand Hey Dude, Crocs expects sales growth to exceed 20%, all while maintaining an adjusted operating profit margin of about 28%. That makes this quirky shoe business one of the most profitable in the industry.When Crocs announced it was acquiring Hey Dude last month for $2.5 billion, I was initially skeptical. However, it was revealed the small casual brand should bring in as much as $750 million in sales in 2022, with an adjusted operating margin of 26%. Plugged into Crocs' existing distribution channels, this could be a new growth lever for Crocs in the years ahead.Considering Crocs' 2022 outlook, shares currently trade for just 7 times adjusted operating income (assuming Crocs generates that 28% margin, and Hey Dude 26%). Of course, Crocs will need to prove it's the real deal and deliver the goods. But if it does, this looks like one overlooked cheap shoe stock right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954941807,"gmtCreate":1675955012909,"gmtModify":1675955016711,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954941807","repostId":"1170031481","repostType":4,"repost":{"id":"1170031481","kind":"news","pubTimestamp":1675956493,"share":"https://ttm.financial/m/news/1170031481?lang=&edition=full_marsco","pubTime":"2023-02-09 23:28","market":"us","language":"en","title":"The 7 Best Beaten-Down Warren Buffett Stocks to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1170031481","media":"InvestorPlace","summary":"Long-term investors will want to take a close look at these beaten-down Warren Buffett stocks to buy","content":"<html><head></head><body><ul><li>Long-term investors will want to take a close look at these beaten-down Warren Buffett stocks to buy.</li><li><b>Paramount Global</b>(<b><u>PARA</u></b>): This stock is cheap, cheap, cheap.</li><li><b>Bank of America</b>(<b><u>BAC</u></b>): In BofA, Buffett trusts.</li><li><b>Taiwan Semiconductor Manufacturing</b> (<b><u>TSM</u></b>): The iPhone-related stock is cheaper than it’s been in four years.</li><li><b>DaVita</b>(<b><u>DVA</u></b>): Its free cash flow yield is deep in value territory.</li><li><b>HP</b>(<b><u>HPQ</u></b>): PC demand is down but not out.</li><li><b>Bank of New York Mellon</b>(<b><u>BK</u></b>): This women-led bank is battling a challenging banking environment.</li><li><b>Apple</b>(<b><u>AAPL</u></b>): Services continue to be the business’ shining star.</li></ul><p>When it comes to Warren Buffett stocks to buy, the quintessential purchase is <b>Berkshire Hathaway</b>(NYSE:<b><u>BRK-B</u></b>). After all, when you buy shares in Berkshire, you not only get a bunch of great operating businesses like <b>BNSF Railway</b>, <b>Geico</b>, <b>Berkshire Energy</b> and so many more, but you also get an equity portfolio currently worth more than $350.5 billion.</p><p>When I wrote about the portfolio in March 2021, it was worth $279 billion, so it grew by $71 billion, or 25.6%, in less than 24 months. During the same period, the <b>S&P 500</b> is up 6.4%.Of course, I’d have to go back and subtract the funds added to the portfolio over the past 24 months, but I think you’ll find that even then, Buffett and his two other portfolio managers — Todd Combs and Ted Weschler — have outperformed the index. This is why I’ve always said that buying BRK-B is better than owning a market-beating low-cost ETF.</p><p>After a tough year for the markets, a number of the 52 publicly traded U.S. stocks owned by Berkshire Hathaway are lower. For instance, <b>Apple</b>(NASDAQ: <b><u>AAPL</u></b>), the holding company’s largest holding accounting for 39.7% of the equity portfolio, is down 13.4% over the past 52 weeks.</p><p>Of course, Buffett didn’t get where he is today by worrying about short-term gyrations in the market. He buys stocks for the long haul. For average investors, the past year’s weakness may present a great opportunity to pick up some of Buffett’s favorite stocks at a discount.</p><p>Each of the seven names on this list is down more than the S&P 500 over the past year. So, without further ado, here are the best beaten-down Warren Buffett stocks to buy.</p><p><b>Paramount Global (PARA)</b></p><p><b>Paramount Global</b>(NASDAQ: <b><u>PARA</u></b>), Berkshire’s 21st-largest holding, accounts for 0.6% of the portfolio. It owns 15% of the company created after the 2019 merger that brought together CBS and Viacom.</p><p>I’ve been a subscriber to Paramount+ for several months. I find its content far more compelling than Disney+, but I don’t have kids, so I’m probably not the demographic Disney is after.</p><p>Paramount’s stock has lost more than any of Berkshire’s top 20 holdings over the past year, down 33.1%. Buffett bought more PARA shares in Q3 2022. It will be interesting to see if the holding company added to the position in the fourth quarter, which we will learn mid-month. If so, it would almost certainly boost Paramount’s share price in the near term.</p><p>In late January, the company said it would merge Paramount+ and Showtime. There have also been rumblings that Paramount+ and Peacock could join into one streaming platform to take on <b>Netflix</b>(NASDAQ: <b><u>NFLX</u></b>), <b>Disney</b>(NYSE: <b><u>DIS</u></b>), <b>Amazon</b>(NASDAQ: <b><u>AMZN</u></b>) Prime, and Apple.</p><p>Whatever happens, PARA remains cheap with an enterprise value of$29.2 billion, less than six times earnings before interest, taxes, depreciation and amortization (EBITDA).</p><p><b>Bank of America (BAC)</b></p><p><b>Bank of America</b>(NYSE: <b><u>BAC</u></b>) is Berkshire’s biggest financial services holding, accounting for 10.8% of its equity portfolio. The 1.03 billion shares held are good for a 12.9% stake in the bank.</p><p>In April 2020, Berkshire got approval from the Federal Reserve Bank of Richmond to buy up to a 24.9% stake in BAC. Berkshire started investing in Bank of America in 2011 by purchasing $5 billion in preferred stock that came with warrants to buy 700 million common shares.</p><p>It’s estimated to have paid an average price of $25.52 a share over the past decade. The stock is 43% above that price despite a 24% decline in its share price over the past year.</p><p>In addition to long-term capital appreciation, Bank of America pays a 22-cent quarterly dividend for a yield of 2.4%. Based on Berkshire’s 1.03 billion shares held at the end of the third quarter, BAC supplied the company with more than $226.6 million in passive income for the quarter.</p><p>Analysts are mixed on BAC stock. Of the 28 covering it, just 15 rates it “overweight” or “buy,” with an average target price of $40.81, a few dollars higher than where it’s currently trading. Ignore the analysts and go with Buffett instead.</p><p><b>Taiwan Semiconductor Manufacturing (TSM)</b></p><p><b>Taiwan Semiconductor Manufacturing</b>(NYSE: <b><u>TSM</u></b>) is one of Berkshire’s newest positions and one of the largest new positions, accounting for 1.6% of the portfolio.</p><p>Buffett bought the entire 60.1 million shares in the third quarter of 2022. Berkshire paid an estimated average of $68.56 a share, about 15% above the stock’s 52-week low. Currently, shares are trading 37.5% above Berkshire’s average purchase price.</p><p>TSM supplies an estimated 90% of the world’s super-advanced computer chips. Apple is a big customer. Buffett’s gotten very familiar with Apple’s operations. So it made sense to buy shares in a beaten-down supplier. If Apple succeeds, so too does Taiwan Semiconductor.</p><p>TSM finished 2022 as the largest company in the Asia Supply Chain Market Cap 100 ranking despite losing nearly$200 billion in market cap last year. It’s got a big chunk of that back in the first six weeks of 2023.</p><p>By most financial metrics, TSM’svaluationremains lower than it has been at almost any time over the past four years.</p><p><b>DaVita (DVA)</b></p><p><b>DaVita</b>(NYSE: <b><u>DVA</u></b>) is Berkshire’s largest position in terms of its ownership stake. The holding company owns 40.1% of the operator of dialysis centers. Its next largest ownership stake is <b>Kraft Heinz</b>(NASDAQ: <b><u>KHC</u></b>) at 26.6%.</p><p>Buffett first acquired shares in Q4 2011. Its estimated average price paid per share is$48.85. So, despite some difficulties at the company over the past decade, Berkshire is comfortably in the black on its bet.</p><p>If you look at DaVita’s Q3 2022 results, you’ll notice that the revenue per treatment in the first nine months of 2022 was$6.47higher at $364.89. However, the patient care costs per treatment were $12.64 higher at $251.88. As a result, the company’s adjusted operating margin was 13%, 340 basis points lower than a year ago in the same period. Can you say inflation?</p><p>Free cash flow is one place the company managed to keep pace with last year. In the first nine months of 2022, it was $1.032 billion, just $22 million less than a year ago. Its trailing 12-month free cash flow is$1.15 billion. Based on its $7.53 billion market cap, it has a free cash flow yield of 15.3%. I consider anything above 8% to be in value territory.</p><p>DVA remains an excellent long-term buy.</p><p><b>HP (HPQ)</b></p><p><b>HP</b>(NYSE: <b><u>HPQ</u></b>) stock has fallen 20.5% in the past year and 29% from its April 2022 high of $41.47. Warren Buffett can thank the post-Covid-19 PC demand slowdown for the price correction. According to <b>Gartner</b>, Q4 global PC shipments fell by more than 28%. For its part, HP experienced a 26% decline in notebook sales during the quarter.</p><p>However, HP CEO Enrique Lores believes that demand will pick up in a year or two once work-at-home employees need to refresh their equipment.</p><p>“We really think that people are going to continue to work in a hybrid way, which means sometimes working from home and sometimes working from the office, doing different things in different locations,” Lores said. “And clearly, this is a big opportunity for us.”</p><p>HP is Berkshire’s 12th-largest holding with a current market value of $3.6 billion, good for 12.3% of the company and 1% of Berkshire’s equity portfolio. Berkshire is HP’slargest shareholder. It first acquired shares in the PC maker inQ1 2022, paying an estimated average price of $36.94 a share.</p><p>Yes, it’s underwater on its investment, but given Berkshire gets more than $127 million in dividends annually, it’s getting paid to wait for the rebound.</p><p><b>Bank of New York Mellon (BK)</b></p><p><b>Bank of New York Mellon</b>(NYSE: <b><u>BK</u></b>) is the second of two banks on my list of beaten-down Warren Buffett stocks to buy. Berkshire owns 7.7%, accounting for 0.9% of the holding company’s equity portfolio.</p><p>The bank’s CEO, Hanneke Smits, just got named chairwoman of the 30% Club. The 30% Club are CEOs and executives from around the world working on getting female representation on large companies’ boards and executive committees to 30%, hence the name.</p><p>I’ve long felt that women often make better leaders than men. In 2018, I recommended seven women-led companies to invest in for long-term returns. Except for <b>Ventas</b>(NYSE: <b><u>VTR</u></b>)and <b>Kohl’s</b>(NYSE: <b><u>KSS</u></b>), they’ve seriously outperformed the S&P 500.</p><p>However, like many banks, Bank of New York Mellon had to make some adjustments to its business given the current economic environment. On Jan. 13, when it announced its Q4 2022 results, it said it would cut 1,500 jobs, or 3% of its workforce.</p><p>However, it earned $1.30 a share on an adjusted basis,7%higher than in Q3 2022 and 25% above Q4 2021. It also beat the consensus estimate by eight cents.</p><p>It’s got a healthy 2.9% dividend yield to help tide shareholders over during this challenging time.</p><p><b>Apple (AAPL)</b></p><p>I’d be a wealthy man if I had a dollar for every time a story was written about Warren Buffett and Apple. Because most readers already know the whole story of Berkshire’s investment in the iPhone maker, I won’t bother retelling it.</p><p>Apple recently delivered a rare stinker of a quarter, missing on almost every metric for its fiscal first quarter. Even the best companies aren’t going to hit their mark 100% of the time.</p><p>Revenue fell by 5% to $117.2 billion, with services providing one of the few bright spots. Services sales during the first quarter were $20.77 billion, 6.4% higher than a year ago. However, sales for iPhones fell 8.2% to $65.78 billion, accounting for 56% of its overall revenue. On the bottom line, EPS of $1.88 was 10.5% lower than a year ago.</p><p>However, someone as patient as Buffett will focus on the words of Apple CFO Luca Maestri.</p><p>“We set an all-time revenue record of $20.8 billion in our Services business, and in spite of a difficult macroeconomic environment and significant supply constraints, we grew total company revenue on a constant currency basis,” Maestri said. “We generated $34 billion in operating cash flow and returned over $25 billion to shareholders during the quarter while continuing to invest in our long-term growth plans.”</p><p>With more than $51 billion in net cash on its balance sheet, Apple can afford to have a bad quarter or two. That’s why Buffett’s got so much invested in the company.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 7 Best Beaten-Down Warren Buffett Stocks to Buy </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 7 Best Beaten-Down Warren Buffett Stocks to Buy \n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 23:28 GMT+8 <a href=https://investorplace.com/2023/02/the-7-best-beaten-down-warren-buffett-stocks-to-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Long-term investors will want to take a close look at these beaten-down Warren Buffett stocks to buy.Paramount Global(PARA): This stock is cheap, cheap, cheap.Bank of America(BAC): In BofA, Buffett ...</p>\n\n<a href=\"https://investorplace.com/2023/02/the-7-best-beaten-down-warren-buffett-stocks-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2023/02/the-7-best-beaten-down-warren-buffett-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170031481","content_text":"Long-term investors will want to take a close look at these beaten-down Warren Buffett stocks to buy.Paramount Global(PARA): This stock is cheap, cheap, cheap.Bank of America(BAC): In BofA, Buffett trusts.Taiwan Semiconductor Manufacturing (TSM): The iPhone-related stock is cheaper than it’s been in four years.DaVita(DVA): Its free cash flow yield is deep in value territory.HP(HPQ): PC demand is down but not out.Bank of New York Mellon(BK): This women-led bank is battling a challenging banking environment.Apple(AAPL): Services continue to be the business’ shining star.When it comes to Warren Buffett stocks to buy, the quintessential purchase is Berkshire Hathaway(NYSE:BRK-B). After all, when you buy shares in Berkshire, you not only get a bunch of great operating businesses like BNSF Railway, Geico, Berkshire Energy and so many more, but you also get an equity portfolio currently worth more than $350.5 billion.When I wrote about the portfolio in March 2021, it was worth $279 billion, so it grew by $71 billion, or 25.6%, in less than 24 months. During the same period, the S&P 500 is up 6.4%.Of course, I’d have to go back and subtract the funds added to the portfolio over the past 24 months, but I think you’ll find that even then, Buffett and his two other portfolio managers — Todd Combs and Ted Weschler — have outperformed the index. This is why I’ve always said that buying BRK-B is better than owning a market-beating low-cost ETF.After a tough year for the markets, a number of the 52 publicly traded U.S. stocks owned by Berkshire Hathaway are lower. For instance, Apple(NASDAQ: AAPL), the holding company’s largest holding accounting for 39.7% of the equity portfolio, is down 13.4% over the past 52 weeks.Of course, Buffett didn’t get where he is today by worrying about short-term gyrations in the market. He buys stocks for the long haul. For average investors, the past year’s weakness may present a great opportunity to pick up some of Buffett’s favorite stocks at a discount.Each of the seven names on this list is down more than the S&P 500 over the past year. So, without further ado, here are the best beaten-down Warren Buffett stocks to buy.Paramount Global (PARA)Paramount Global(NASDAQ: PARA), Berkshire’s 21st-largest holding, accounts for 0.6% of the portfolio. It owns 15% of the company created after the 2019 merger that brought together CBS and Viacom.I’ve been a subscriber to Paramount+ for several months. I find its content far more compelling than Disney+, but I don’t have kids, so I’m probably not the demographic Disney is after.Paramount’s stock has lost more than any of Berkshire’s top 20 holdings over the past year, down 33.1%. Buffett bought more PARA shares in Q3 2022. It will be interesting to see if the holding company added to the position in the fourth quarter, which we will learn mid-month. If so, it would almost certainly boost Paramount’s share price in the near term.In late January, the company said it would merge Paramount+ and Showtime. There have also been rumblings that Paramount+ and Peacock could join into one streaming platform to take on Netflix(NASDAQ: NFLX), Disney(NYSE: DIS), Amazon(NASDAQ: AMZN) Prime, and Apple.Whatever happens, PARA remains cheap with an enterprise value of$29.2 billion, less than six times earnings before interest, taxes, depreciation and amortization (EBITDA).Bank of America (BAC)Bank of America(NYSE: BAC) is Berkshire’s biggest financial services holding, accounting for 10.8% of its equity portfolio. The 1.03 billion shares held are good for a 12.9% stake in the bank.In April 2020, Berkshire got approval from the Federal Reserve Bank of Richmond to buy up to a 24.9% stake in BAC. Berkshire started investing in Bank of America in 2011 by purchasing $5 billion in preferred stock that came with warrants to buy 700 million common shares.It’s estimated to have paid an average price of $25.52 a share over the past decade. The stock is 43% above that price despite a 24% decline in its share price over the past year.In addition to long-term capital appreciation, Bank of America pays a 22-cent quarterly dividend for a yield of 2.4%. Based on Berkshire’s 1.03 billion shares held at the end of the third quarter, BAC supplied the company with more than $226.6 million in passive income for the quarter.Analysts are mixed on BAC stock. Of the 28 covering it, just 15 rates it “overweight” or “buy,” with an average target price of $40.81, a few dollars higher than where it’s currently trading. Ignore the analysts and go with Buffett instead.Taiwan Semiconductor Manufacturing (TSM)Taiwan Semiconductor Manufacturing(NYSE: TSM) is one of Berkshire’s newest positions and one of the largest new positions, accounting for 1.6% of the portfolio.Buffett bought the entire 60.1 million shares in the third quarter of 2022. Berkshire paid an estimated average of $68.56 a share, about 15% above the stock’s 52-week low. Currently, shares are trading 37.5% above Berkshire’s average purchase price.TSM supplies an estimated 90% of the world’s super-advanced computer chips. Apple is a big customer. Buffett’s gotten very familiar with Apple’s operations. So it made sense to buy shares in a beaten-down supplier. If Apple succeeds, so too does Taiwan Semiconductor.TSM finished 2022 as the largest company in the Asia Supply Chain Market Cap 100 ranking despite losing nearly$200 billion in market cap last year. It’s got a big chunk of that back in the first six weeks of 2023.By most financial metrics, TSM’svaluationremains lower than it has been at almost any time over the past four years.DaVita (DVA)DaVita(NYSE: DVA) is Berkshire’s largest position in terms of its ownership stake. The holding company owns 40.1% of the operator of dialysis centers. Its next largest ownership stake is Kraft Heinz(NASDAQ: KHC) at 26.6%.Buffett first acquired shares in Q4 2011. Its estimated average price paid per share is$48.85. So, despite some difficulties at the company over the past decade, Berkshire is comfortably in the black on its bet.If you look at DaVita’s Q3 2022 results, you’ll notice that the revenue per treatment in the first nine months of 2022 was$6.47higher at $364.89. However, the patient care costs per treatment were $12.64 higher at $251.88. As a result, the company’s adjusted operating margin was 13%, 340 basis points lower than a year ago in the same period. Can you say inflation?Free cash flow is one place the company managed to keep pace with last year. In the first nine months of 2022, it was $1.032 billion, just $22 million less than a year ago. Its trailing 12-month free cash flow is$1.15 billion. Based on its $7.53 billion market cap, it has a free cash flow yield of 15.3%. I consider anything above 8% to be in value territory.DVA remains an excellent long-term buy.HP (HPQ)HP(NYSE: HPQ) stock has fallen 20.5% in the past year and 29% from its April 2022 high of $41.47. Warren Buffett can thank the post-Covid-19 PC demand slowdown for the price correction. According to Gartner, Q4 global PC shipments fell by more than 28%. For its part, HP experienced a 26% decline in notebook sales during the quarter.However, HP CEO Enrique Lores believes that demand will pick up in a year or two once work-at-home employees need to refresh their equipment.“We really think that people are going to continue to work in a hybrid way, which means sometimes working from home and sometimes working from the office, doing different things in different locations,” Lores said. “And clearly, this is a big opportunity for us.”HP is Berkshire’s 12th-largest holding with a current market value of $3.6 billion, good for 12.3% of the company and 1% of Berkshire’s equity portfolio. Berkshire is HP’slargest shareholder. It first acquired shares in the PC maker inQ1 2022, paying an estimated average price of $36.94 a share.Yes, it’s underwater on its investment, but given Berkshire gets more than $127 million in dividends annually, it’s getting paid to wait for the rebound.Bank of New York Mellon (BK)Bank of New York Mellon(NYSE: BK) is the second of two banks on my list of beaten-down Warren Buffett stocks to buy. Berkshire owns 7.7%, accounting for 0.9% of the holding company’s equity portfolio.The bank’s CEO, Hanneke Smits, just got named chairwoman of the 30% Club. The 30% Club are CEOs and executives from around the world working on getting female representation on large companies’ boards and executive committees to 30%, hence the name.I’ve long felt that women often make better leaders than men. In 2018, I recommended seven women-led companies to invest in for long-term returns. Except for Ventas(NYSE: VTR)and Kohl’s(NYSE: KSS), they’ve seriously outperformed the S&P 500.However, like many banks, Bank of New York Mellon had to make some adjustments to its business given the current economic environment. On Jan. 13, when it announced its Q4 2022 results, it said it would cut 1,500 jobs, or 3% of its workforce.However, it earned $1.30 a share on an adjusted basis,7%higher than in Q3 2022 and 25% above Q4 2021. It also beat the consensus estimate by eight cents.It’s got a healthy 2.9% dividend yield to help tide shareholders over during this challenging time.Apple (AAPL)I’d be a wealthy man if I had a dollar for every time a story was written about Warren Buffett and Apple. Because most readers already know the whole story of Berkshire’s investment in the iPhone maker, I won’t bother retelling it.Apple recently delivered a rare stinker of a quarter, missing on almost every metric for its fiscal first quarter. Even the best companies aren’t going to hit their mark 100% of the time.Revenue fell by 5% to $117.2 billion, with services providing one of the few bright spots. Services sales during the first quarter were $20.77 billion, 6.4% higher than a year ago. However, sales for iPhones fell 8.2% to $65.78 billion, accounting for 56% of its overall revenue. On the bottom line, EPS of $1.88 was 10.5% lower than a year ago.However, someone as patient as Buffett will focus on the words of Apple CFO Luca Maestri.“We set an all-time revenue record of $20.8 billion in our Services business, and in spite of a difficult macroeconomic environment and significant supply constraints, we grew total company revenue on a constant currency basis,” Maestri said. “We generated $34 billion in operating cash flow and returned over $25 billion to shareholders during the quarter while continuing to invest in our long-term growth plans.”With more than $51 billion in net cash on its balance sheet, Apple can afford to have a bad quarter or two. That’s why Buffett’s got so much invested in the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935662323,"gmtCreate":1663082589762,"gmtModify":1676537199481,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9935662323","repostId":"1118385566","repostType":4,"repost":{"id":"1118385566","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663079518,"share":"https://ttm.financial/m/news/1118385566?lang=&edition=full_marsco","pubTime":"2022-09-13 22:31","market":"us","language":"en","title":"Some EV Stocks Rallied in Morning Trading with Li Auto Jumping nearly 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118385566","media":"Tiger Newspress","summary":"Some EV stocks rallied in morning trading with Li Auto jumping nearly 6%.","content":"<html><head></head><body><p>Some EV stocks rallied in morning trading with Li Auto jumping nearly 6%.<img src=\"https://static.tigerbbs.com/a3a8f62cda9169d4289d9772c0b5c874\" tg-width=\"434\" tg-height=\"358\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some EV Stocks Rallied in Morning Trading with Li Auto Jumping nearly 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome EV Stocks Rallied in Morning Trading with Li Auto Jumping nearly 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-13 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some EV stocks rallied in morning trading with Li Auto jumping nearly 6%.<img src=\"https://static.tigerbbs.com/a3a8f62cda9169d4289d9772c0b5c874\" tg-width=\"434\" tg-height=\"358\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118385566","content_text":"Some EV stocks rallied in morning trading with Li Auto jumping nearly 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097321855,"gmtCreate":1645343586117,"gmtModify":1676534020537,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9097321855","repostId":"2212867177","repostType":4,"repost":{"id":"2212867177","kind":"highlight","pubTimestamp":1645329608,"share":"https://ttm.financial/m/news/2212867177?lang=&edition=full_marsco","pubTime":"2022-02-20 12:00","market":"us","language":"en","title":"As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2212867177","media":"MarketWatch","summary":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or mo","content":"<html><head></head><body><p>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.</span></p><p>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.</p><p>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.</p><p>The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.</p><p>While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.</p><p><b>A high valuation in a touchy market</b></p><p>Here's a three-year price chart for <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/><span>FACTSET</span></p><p>The stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..</p><p>Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.</p><p><b>Three ecommerce ETFs</b></p><p>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:</p><ul><li>The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.</li><li>The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”</li><li>The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.</li></ul><p>Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:</p><p><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><b>Ecommerce stock screen</b></p><p>Together, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.</p><p>Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p>Leaving the list in the same order, here's a summary of analysts' opinions about the stocks:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><span>Souce: FactSet</span></p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 12:00 GMT+8 <a href=https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or moreShopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth ...</p>\n\n<a href=\"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212867177","content_text":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or moreShopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.A high valuation in a touchy marketHere's a three-year price chart for Shopify Inc. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:FACTSETThe stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.Three ecommerce ETFsIn order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:Ecommerce stock screenTogether, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.Source: FactSetLeaving the list in the same order, here's a summary of analysts' opinions about the stocks:Souce: FactSet","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172341463,"gmtCreate":1626940261852,"gmtModify":1703480957036,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls help comment and like ;)","listText":"Pls help comment and like ;)","text":"Pls help comment and like ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/172341463","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957985919,"gmtCreate":1676901162932,"gmtModify":1676901166632,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957985919","repostId":"2312399785","repostType":4,"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035742482,"gmtCreate":1647704010791,"gmtModify":1676534259576,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls like tyvm[Happy] ","listText":"Pls like tyvm[Happy] ","text":"Pls like tyvm[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9035742482","repostId":"2220370899","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801796035,"gmtCreate":1627532874927,"gmtModify":1703491843188,"author":{"id":"3577323914202336","authorId":"3577323914202336","name":"V K","avatar":"https://static.tigerbbs.com/536d624e5750dcffec704eeed9bc003b","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3577323914202336","authorIdStr":"3577323914202336"},"themes":[],"htmlText":"Pls help like and comment tyvm","listText":"Pls help like and comment tyvm","text":"Pls help like and comment tyvm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/801796035","repostId":"1127264445","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}